Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
13
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
  • 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