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
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Stiles, Miller, & Clark Group, Ameriprise Client Experience Award, 2021 - 2023

Previous experience

  • Financial Advisor, Merrill Lynch, Pierre, Fenner & Smith Inc, 2009-2019
  • Financial Advisor, Citigroup Global Markets, Inc, 2005-2009
  • Financial Advisor, Wachovia Securities, LLC, 2003-2005
  • Financial Advisor, Prudential Securities Inc, 2000-2003
  • Financial Advisor, Painewebber Inc, 1993-2000