Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education


  • CRPC™ Chartered Retirement Planning Counselor™
  • Ohio Life, Accident, and Health Insurance (OH Department of Insurance)
  • Uniform Combined State Law (Series 66) NASAA
  • General Securities Representative (Series 7) FINRA
  • Securities Industry Essentials (SIE) FINRA


  • B.S. Economics, Wright State University, 2021

Community participation

Member of the Rotary Club of Piqua, OH