My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Insurance

Education

  • Bachelor of Science (B.S.) Business Management - Rasmussen University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022, 2023

Previous experience

  • Client Service Center Specialist , B.C. Ziegler and Company, 2014-2015
  • Financial Advisor , LPL Financial & FirstMerit Financial Services, 2012-2014

Interests

Family, cooking, and photography