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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • New York University

Awards & recognition

  • Five Star Wealth Manager, 2020, 2021, 2022, 2023

Previous experience

  • Wells Fargo Advisors, 2008 - 2018

Community participation

Serving on my church board of directors

Coaching U5 Pride Soccer Team

Coaching U7 Pride Soccer Team

Coaching Girls Softball Team

Interests

  • Family Time
  • Church and Fellowship
  • Community Involvement and Improvement
  • Sports
  • Fitness