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

Areas of focus

  • Investments
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Retirement Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 63. 65

Education

  • Bachelors of Science Degree, Math and Economics, Vanderbilt University, Nashville, TN

Interests

Active youth Coach at Creeks Athletic Association since 2002. Coached over 1000 kids from 5 years old to 18 years of age in soccer, tackle football, flag football, basketball, softball, and baseball. 2009 softball allstar team has won state & regional championship and JCB baseball teams have won 7 state championships. Many athletes have gone on to play college sports as well.

Community participation

 - Community participation photo

Creeks Athletic Association

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Wells Fargo Advisors, 2011-2021
  • Merrill Lynch, 1993-2011