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

  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Employee Stock Options
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, German, Loyola University, New Orleans, LA

Interests

  • Traveling with my wife exploring new and exciting places
  • Devoted foodie, my wife and I love finding great places to eat and drink with our friends
  • Escaping the world with a good a book

Community participation

  • Parishioner St. Ignatius Martyr Catholic Church