My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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2
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
  • Investment Management
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • Bachelor of Business Administration, Finance, University of Cincinnati, Cincinnati, Ohio

Previous experience

  • Planning Consultant, Fidelity Brokerage Services LLC, Covington, Kentucky, 2023-2025

Interests

In my free time I enjoy playing golf, spending time with family, taking my dog Rocky (Bernese Mountain Dog) to the park and on walks, cooking and experimenting with new recipes, playing pickleball, and basketball.