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

  • Wealth Preservation Strategies
  • Investments
  • Insurance

Qualifications

  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Associate of Arts in Business Administration
  • American Intercontinental University, Associate of Business Arts
  • Schaumburg, IL

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2022

Previous experience

  • Financial Advisor, Edward Jones, Lake Charles, LA, 2015-2019

Community participation

  • Coaching baseball and football

Interests

  • Travel with family
  • Collecting Baseball Memorabilia
  • Watching College Football
  • Spending time with family and friends