Advisor profile

Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact me for help getting started.
Contact me

Areas of focus

  • Family Finances
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Charitable Giving
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Business Retirement Plans
  • Small Business
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


• Volunteering

• Astronomy

• Photography

• Cycling

• Cooking

• Woodworking

Community participation

I am an active member of the Greater Arlington Chamber of Commerce and its Young Professionals and Veterans Business Allies groups. Additionally, I have spent years participating in various local and national mutual aid and disaster relief efforts.