Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Cash Flow Management Strategies
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Business Administration, The University of Toledo, 2019

Interests

  • Family Time
  • Golf
  • Community Involvement
  • Travel

Community participation

I volunteer at the West Ohio Food Bank to help support families in our community. I started volunteering at food banks because I believe that everyone should have easy access to food and enough to eat.