Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Saving for Education
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S. in Finance, Florida State University, Tallahassee, Florida

Interests

I love to travel. Whether it's a weekend or week long vacation, I enjoy getting away and experiencing new things. I am an avid fan of National Parks and have had the privilege of visiting some of the best, such as; Great Smoky Mountains, White Sands, Joshua Tree, Yosemite, Bryce Canyon, Yellowstone and The Grand Canyon.

I enjoy many outdoor activities such as kayaking, camping, hiking, cycling and fishing.

Golfing is also a favorite hobby of mine. Although I don't get to play as often as I'd like, I still enjoy every chance I get to be out on the course.

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor Assistant, Centennial Bank, 2018-2020, Tallahassee, FL, 1.5 years