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

  • Investments
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science in Accounting, University of Nevada Las Vegas, 2016

Interests

Native Las Vegans do exist! Born and raised in Las Vegas, I graduated from the University of Nevada Las Vegas (UNLV) in 2016. A huge sports fan, basketball tops the list and I attend the annual summer basketball tournaments when held in the city. Rooting for the Golden Knights hockey team is just as thrilling as playing a good Poker hand. Seeing new destinations make life fuller and so Egypt is next on the travel list. A voracious reader, I love turning the pages of great books in various genres.

Awards & recognition

  • Carlson, Denison & Associates, Ameriprise Client Experience Award, 2020-2021

Professional Alliances

We have a professional alliance with Blue Sky Insurance Group.

For more information on Blue Sky Insurance Group, visit www.blueskylv.com.