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
18
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • 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

Interests

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