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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Finance; Webster University, St. Louis, MO

Awards & recognition

  • Tempus Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Planning Specialist and Investment Specialist, Ameriprise Financial, 2014-2019

Community participation

  • Hope for Haiti
  • Rebuilding Together
  • St. Louis Children’s Hospital
  • Awaken Project
  • Pathways to Independence
  • Humane Society of Missouri

Interests

I enjoy baseball, golf, hockey, spending time outdoors, and socializing with family and friends.