Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Family Finances
  • Sustainable and Responsible Investing
  • Insurance
  • Small Business
  • Retirement Planning Strategies
  • Investment Management
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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

Awards & recognition

  • Five Star Wealth Manager, 2020