Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors of Science in Education, 2007, Sports Management, Bowling Green State University
  • Master of Business Administration, 2008, Finance University of Toledo

Community participation

I have lived in Sylvania for over 20 years. I am a graduate of Sylvania Northview High School class of 2003. I ride annually in the Bike to the Bay Event to raise money for the National Multiple Sclerosis (MS) Society. I worked for Sylvania Youth Soccer Association for 12 years.