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

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Small Business

Community participation

I believe the best way to make our community better is by taking a hands-on approach and volunteering your time. I try to do that by serving at local non-profits and through working in the nursery and youth group at my church. I am also a Type 1 Diabetic and I try my best to help educate people on the complications that can arise from diabetes.

Interests

If you don't find me at the office then I am generally chasing my two children around, playing basketball or tennis, cooking, or trying to perfect my next cup of coffee.