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
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • Ohio Life, Accident and Health (Series 11-35) Ohio Department of Insurance
  • Uniform Combined State Law (Series 66) NASAA
  • General Securities Representative (Series 7)
    FINRA
  • Securities Industry Essentials (SIE)
    FINRA

Education

  • Miami University (OH), Bachelor of Business Administration in Finance and Accountancy

Previous experience

  • Audit Assistant, Deloitte & Touche LLC, 2020-2021, Cincinnati, Ohio
  • Audit Intern, Deloitte & Touche LLC, 2019, Cincinnati, Ohio
  • Study Abroad, Asian Financial Markets, 2019
  • Accounting Assistant, Kings Island, 2018, Mason, Ohio
  • Intern, Ameriprise Financial Services LLC, 2017, Beavercreek, Ohio