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

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Small Business
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS in Health and Human Services Education, Southern Illinois University, 2006

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Five Star Wealth Manager, Washington state, 2023-2024

Previous experience

  • Financial Advisor, First Command Financial Services, 2011-2021
  • Health and Humans Services Educator, Franklin Pierce High School, 2009-2011
  • International and Domestic Humanitarian Relief, Convoy of Hope, 2008

Community participation

  • Given to Give Foundation