Advisor profile

What you can expect when you work with me

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.

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
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Investments
  • Insurance


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • B.A. Finance, Eastern Illinois University
  • MBA, Eastern Illinois University

Professional associations

  • Financial Planning Association

Community participation

  • Volunteer of the Year, 2016
  • Calvary Baptist Church
  • Piatt County Merit Commission
  • Sage Strive Basketball Camp Director
  • Monticello Chamber of Commerce
  • High School Interact Club Volunteer
  • Monticello Auxiliary Police
  • Monticello Main Street - Celebration Committee
  • Monticello Rotary Club, Past President and Director
  • Monticello Area Education Foundation, Past President and Director
  • United Way, Past Director
  • Rotary Literacy Reading Program
  • Monticello Recreation and Travel Coach; Basketball, Softball and Soccer
  • Monticello Theatre Association
  • Relay for Life


  • Family
  • Monticello Rotary Club
  • Monticello Chamber of Commerce
  • Chicago Cubs