Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Investment Management
  • Intergenerational Planning
  • Family Finances
  • Retirement Income Strategies
  • Small Business
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Saving for Education


  • CMFC™ Chartered Mutual Fund Counselor™


  • Washington & Lee University, Bachelor of Arts - Political Science 1987
  • University of Denver Sturm College of Law, J.D. 1991

Previous experience

  • Investment Advisor - Registered Representative Planners Financial Services, Inc., 1997-2023