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

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPWA® Certified Private Wealth Advisor®
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

  • Travel is one of my greatest passions and whether it be 5 star hotels in Monaco or tents in the wilderness, I am always happy to explore new places.
  • While enjoying my time outdoors I am particularly fond of snow skiing, and I like to challenge myself on mountains throughout the Rockies.
  • I have an interest in food, cooking, and enjoying them both with the people I love.

Community participation

Board Member: Morgantown Area Meals on Wheels

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Top Next-Generation Wealth Advisors, 2021

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.