Advisor profile


My approach

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Arizona State University- Masters of Business Administration
  • University of Arizona- Bachelors of Science- Marketing

Interests

Running Marathons- completed the Marine Corps Marathon 6 times

Coaching- coached for youth sports programs for the last 10 years

Volunteering- served with local soup kitchen as well as non-profit board memberships

Community participation

Scarborough Public Library, Former Board Trustee

https://www.scarboroughlibrary.org/

Awards & recognition

  • Ameriprise Client Experience Award, 2020

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.