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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Education

  • Bachelor of Economics, University of Illinois 2005

Interests

  • I enjoy spending time with family, especially my nieces and nephew.
  • I love sports, and I've played volleyball, basketball, softball/baseball, golf, and was a member of the track team. Even though I have not played on an official team, I love hockey and football as well.
  • I also like to spend my downtime relaxing with a good book!