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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA - SERIES 7 and 66
  • Insurance License - Life, Health and Variable Annuity

Education

  • St. John's University, Bachelors of Arts, Accounting and Finance

Previous experience

  • Sr. Audit Associate - KPMG LLP, 2015 - 2017

Interests

  • Spending time with family, friends and my golden retriever, Nala.
  • Staying active through personal fitness and playing sports.
  • Attending concerts and sporting events.
  • Enjoying the outdoors through hunting, fishing, and spending time on the lake.