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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance
  • Investments

Qualifications

  • FINRA Series 7, 66 licensed
  • Life, health and accident insurance

Education

  • Arizona State University, BS - Finance
  • St. Cloud State Universiy, Associate Degree

Previous experience

  • Ameriprise Financial, Aug 2014 - Present
  • Providus Advisors, Nov 2013 - Jul 2014
  • Ameriprise Financial, Oct 2010 - Oct 2013

Interests

Spending time with family and friends.

Reading a large variety of topics.

Always learning, currently it’s how to cook healthy meals.