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
23
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
  • Intergenerational Planning
  • Investment Management
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 31 - Futures Managed Funds Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • BA in English Eastern Illinois University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Ameriprise Client Experience Award, 2022

Professional associations

  • Eastern Illinois University Alumni Association

Community participation

Special Olympics Coach

Interests

Reading

Golf

Fishing

Woodworking

Special Olympics