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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning

Qualifications

  • Series 7, Series 65, Series 63, Life, Health & Disability License

Education

  • Bachelor of Science, Computer Science, Hampton University, Hampton, VA

Previous experience

  • Financial Consultant, AXA Advisors LLC, 2010-2019

Community participation

  • Leadership Tomorrow Seattle
  • Seattle Urban League Young Professionals
  • National Urban League Young Professionals