My Approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Interests

  • Top 5 values: Fulfillment, Autonomy, Integrity, Impact, and Authenticity
  • Favorite books: Principles by Ray Dalio, Art of Power by Thich Nhat Hanh, Mastery by Robert Greene
  • Competitive powerlifting
  • Muay Thai boxing

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Education

  • University of Maryland with a B.S. in Management Studies

Previous Experience

  • Financial Advisor, Merrill Lynch, 2015-2019