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

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Christian Financial Strategies
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Northwestern University - Bachelor of Arts
  • University of Chicago - Master of Business Administration

Awards & recognition

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