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
22
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
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Community participation

Outside of work, I am a member and volunteer with the International Foundation for Retirement Education, an organization formed in 1997 to raise the retirement readiness of the American workforce.

Interests

  • Home improvement
  • Gardening
  • Watching grandchildren in their competitive swimming events
  • Travel to new and exciting places