Advisor profile

What you can expect when you work with me

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.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

Education

  • Miami University, Oxford Ohio - B.S. Marketing

Previous experience

  • Financial Advisor, Wayne Hummer Investments, a Wintrust Wealth Management Company, 2012-2018
  • Vice President, Wintrust Wealth Management, 2009-2012
  • Vice President, Banc of America Investment Services, 2008-2009
  • Vice President-Investment Consultant, LaSalle Financial Services, Inc., 2000-2008
  • Financial Advisor, First Union Securities, 1998-2001

Interests

  • Spending time with family
  • Traveling
  • Playing Golf

My photos

1 albums
close