Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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

Interests

  • Reading
  • Martial arts
  • Riding
  • Family
  • Games

Community participation

  • Rotary Club of Arlington
  • Knights of Columbus