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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Missouri State University - Bachelor of Science (B.S.), Economics

Awards & recognition

  • Five Star Wealth Manager, 2022, 2023
  • Ameriprise Client Experience Award, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • U.S. Bancorp Investments, Inc., 2007-2021
  • brokersXpress, LLC., 2008
  • Merrill Lynch, 2004-2005

Community participation

Perdido Key Chamber of Commerce Member