Advisor profile


What you can expect when you work with me

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.

Get started
35
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
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Life, Accident and Health

Education

  • Bachelor of Science Degree

Community participation

Boy Scouts of America and USA Swimming volunteer

Interests

  • My wife and I enjoy watching our son’s swim meets and daughter’s dance programs
  • Hobbies: following college sports, golf and volunteer work
  • I really love cooking