Advisor profile


First Steps. More Confidence. Bigger Impact.

We believe you can get where you want to go by making the next right decision. We help clients take the next step; make that next decision. We help clients with their investments, as well as what they say are the far more meaningful things:

How can I get beyond this nagging feeling that I am not doing enough to reach my goals?

How can I build more time in my life for my most cherished relationships?

How do I create a better system for saving towards my goals?

How do I know I have the right balance of saving towards my long-term goals and enjoying today?

How do can I automate my finances so it isn’t so much of a chore?

We have seen these questions lead to a solid financial foundation and higher confidence. Taking those first steps and building on each success; this is where it all begins. We would love to have a conversation with you about your next steps.

11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Economics, Northern Illinois University, 2009

Interests

My Interests include:

  • Volleyball
  • Exercise
  • Spending time in the outdoors
  • Golf
  • Curling
  • Being with friends
  • Married in 2021 and expecting a baby boy in January 2023