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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1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.

My photos

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