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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Investment Management

Qualifications

  • Series: 65,63,31,7

Education

  • Bachelor of Science, Finance, Miami University, Oxford, OH

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022-2023

Previous experience

  • UBS Financial Services, 2004-2021
  • Prudential Securities Inc, 1998-2003

Community participation

Board Member of Great Prospects

Member of the Buckhead Club

Interests

Board Member of the Gendell Family Foundation, Inc.

Enjoys recreational sports, wine, and foodie.