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

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
25
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
  • Certified Financial Planner

Education

  • Bachelor of Science Degree in Finance

Interests

  • I am blessed to have a wonderful family and cherish our time together. I am very active all year long pursuing a wide variety of outdoor activities. I am passionate about introducing children and others to recreational fishing. I also enjoy competing in various fishing tournaments throughout the open water months.

Community participation

  • Career mentor for college students
  • Provide Financial Education for local High Schools and Colleges

Awards & recognition

  • FIVE STAR Wealth Manager, 2013 - 2017

Professional associations

  • Financial Planning Association