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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA, Banking and Finance, Northwood University

Interests

Family, Travel, and most anything that involves being out in the great outdoors

Community participation

  • D.A. Blodgett - St. John's Annual KidsFirst Open
  • Greenville Chamber of Commerce Member

Professional associations

  • Greenville Chamber of Commerce

Previous experience

  • Account Executive, Fidelity Investments, 3 years, 4 months (November 2010 to February 2014)
  • Account Executive, TD Ameritrade, 5 years, 3 months (August 2005 to October 2010)