Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution


  • APMA™ Accredited Portfolio Management Advisor™


  • We enjoy hiking, biking, playing board games, playing music and watching sports (and anything else my kids are into that day).
  • We love our church and are involved there in many ways.
  • I enjoy numbers. Maybe it is a Sudoku, reviewing some taxes or helping my children with their math lesson, numbers fire me up.