Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. 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

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances


  • Series 7 - General Securities Representative Examination
  • SIE Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination


  • Spring Hill College Degree in Finance and Economics 2004-2008

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Delta Mu Delta

Previous experience

  • Merrill Lynch, 2008-2013
  • Raymond James, 2007-2008

Community participation

Volunteer for Saint Nicholas Center for Austism


  • Traveling
  • Hiking
  • Reading
  • Fishing