Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science in Economics - Southern Illinois University - Edwardsville

Interests

    • I support my community by volunteering for the causes close to me
    • I enjoy traveling and exploring new places
    • I am an avid Cardinals fan

Community participation

  • Volunteer with the Salvation Army over the holidays
  • Volunteer with Red Cross Blood Services and donate when possible
  • Enlisted as a sergeant with the Illinois National Guard