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
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
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies


  • BFA™ Behavioral Financial Advisor
  • CFS® Certified Fund Specialist
  • CRPC™ Chartered Retirement Planning Counselor™


  • Illinois State University, Bachelors of Science, 1996
  • Institute of Business and Finance, Masters of Science Financial Services, 2011

Professional associations

  • Institute of Business and Finance-Alumni
  • College for Financial Planning-Alumni

Community participation

  • SIU School of Medicine Foundation, Camp CoCo Committee Member 2000-2014


Family, Golfing, Scuba Diving, Sports