Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
  • Retirement Income Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™
  • ChFC® Chartered Financial Consultant®

Education

  • WBTS College, Bachelor of Arts, Theological Studies

Interests

  • I am an avid skier, moguls as well as slalom racing.
  • I also enjoy traveling to play golf
  • and to explore beaches around the world

Community participation

  • Junior Achievement volunteer
  • Volunteer work for InnVision

Awards & recognition

  • Ameriprise Circle of Success, 2004-2008

Professional associations

  • Financial Planning Forum
  • NAIFA
  • College for Financial Planning Alumni
  • American College, Finacial Planning Alumni
  • FPA