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

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Small Business




  • BS Bachelor of Science, Degree in Economics, University of Illinois, Champaign-Urban, Illinois

Awards & recognition

  • Barron’s Top 100 Financial Advisors, 2018,2019,2020
  • Ameriprise Circle of Success, 2022
  • Ameriprise Client Experience Award, 2022

Previous experience

  • Morgan Stanley Wealth Management, 10


Yoga, My baby dog Tenpa keeps me busy hiking and playing with her. Travel and Adventure Travel