Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Investment Management
  • Wealth Preservation Strategies

Education

  • University of Evansville - Schroeder School of Business
  • Davenport University - B.A., 2023, Finance

Interests

As a former college soccer player, I have developed a strong work ethic, teamwork, and discipline - qualities that I now apply to my professional career. I am passionate about finance and continuous learning, and I find great fulfillment in helping others achieve success. Combining my analytical skills with my enthusiasm for guiding others has led me to a career that aligns perfectly with my strengths and interests. Outside of my work, I enjoy quality time with family and friends, sports, and I value the relationships in my life that continue to inspire and motivate me.