Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Retirement Plan Distribution
  • Insurance
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • B.S., Business Administration - Jamestown College, 2012

Interests

- Being with my family

- Golf

- Movies

- Playing softball

Community participation

Jamestown Kiwanis Club

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019