Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Member, Financial Planning Association
  • Bachelor of Arts Degree

Education

  • Hanover College, Bachelor of Arts, 2000

Interests

  • I love playing golf with family and friends.
  • I enjoy traveling both in the United States and overseas.

Awards & recognition

  • Five Star Wealth Manager, 2012-2015
  • Ameriprise Circle of Success, 2007-2008, 2016-2018

Professional associations

  • Certified Financial Planner Board of Standards
  • Financial Planning Association