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

Areas of focus

  • Estate Planning Strategies
  • Business Retirement Plans
  • Investments
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
  • Small Business

Qualifications

  • Series 7TO - General Securities Representative
  • Series 66 - Uniform Combined State Law
  • SIE - Securities Industry Essentials
  • Life Insurance

Community participation

  • President of the Salem Chamber of Commerce