Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Sustainable and Responsible Investing
  • Insurance
  • Small Business
  • Retirement Planning Strategies
  • Investment Management

Education

  • BA, Film and Video Communications, Grand Valley State University, Allendale MI

Awards & recognition

  • Five Star Wealth Manager, 2020

Community participation

I have been an outreach Minister at All Saints Sharon Chapel, in Alexandria VA. We did a program called "Laundry Love" where we helped pay for peoples laundry.
I've also been a volunteer with the Women's Center in Vienna, VA

  • All Saints Sharon Chapel
  • Women's Center Volunteer