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

Community participation

  • Alumnus Advisor for Centenary College Fraternal Leaders
  • High school soccer coach

Interests

  • Rooted in faith and family, I believe in leading with love, purpose, and integrity. My fiance, Annalee, has deeply shaped my life, continually inspiring me to grow, love, and live with greater intention. We each share a love for sports and travel, finding joy in both competition and adventure of new places. With our kitten, Olive, in charge, I hope we can keep up with her ever-changing agenda.

My photos

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