Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
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
  • Tax Planning Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, Series 9/10, Series 24 and Series 66 licensed
  • Life, health and variable insurance licensed

Education

  • B.S. Finance & Accounting, Regis University

Community participation

  • Rotary Club of Arlington
  • Knights of Columbus

Interests

  • Reading
  • Martial arts
  • Riding
  • Family
  • Games