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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits

Education

  • B.S. University of Illinois/Urbana
  • M.A. University of Chicago

Awards & recognition

  • Ameriprise Client Experience Award, 2022, 2024, 2025

Community participation

Interests

I enjoy snow skiing. My favorite place to ski is at Beavercreek, Colorado.

I coach middle schoolers in Cross Country.

I also enjoy regularly reading The Chicago Tribune, The Wall Street Journal, The Atlantic Monthly and Glamour.

I volunteer by tutoring high schoolers through the StepUp program.