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
13
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
  • Social Security Retirement Benefits
  • Investment Management
  • Consulting on potential benefits and risks of IRA rollovers
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Louisville - Bachelor's in Finance

Awards & recognition

  • Cardinal Pointe Financial Group, Forbes Best-in-State Wealth Management Teams, 2025
  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022 - 2023

Honored to be recognized in Forbes

I’m excited to share that my team has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Our National Day of Service in Louisville, KY took place on 11/6 at Dare to Care
Our National Day of Service in Louisville, KY took place on 11/6 at Dare to Care

We enjoy giving back by volunteering at the Dare to Care Community Kitchen. This organization help provide thousands of meals each day to those in need.

Interests

I am an avid photographer who first fell in love with cameras when my mom took me with her to a professional film photography class she took at UofL when I was just kid. Ever since, I have enjoyed taking my camera and drone out to capture anything and everything I can. I also enjoy getting out into the woods to camp and enjoy nature (and take pictures)!