Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Investment Management
  • Small Business
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science Degree, Major in Special Education, Eastern Michigan University, Ypsilanti, MI

Interests

  • International Traveling

Community participation

  • Lake View Citizens' Council
  • Equality Illinois
  • Human Rights Campaign
  • Chicago a cappella

Professional associations

  • Alpha Kappa Psi