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

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

I love cooking and entertaining for my family and my closest friends.

Traveling is a passion of mine; as I truly love the experience of being integrated into various cultures both domestically & overseas. The various culinary experiences and types of cuisines I have had the pleasure of experiencing in the course of my travels has been fabulous.

Community participation

  • Volunteer for Habitat for Humanity.
  • Hereditary Disease Foundation
  • Where Angels Play Foundation
  • Magro Foundation
  • Huntington Disease Society of America

Previous experience

  • Wells Fargo Advisors, March 2007 - February 5, 2014
  • LPL Financial Services, 2006-2007
  • Edward Jones, 2000-2006
  • Prudential Securities, 1997-2000
  • Merrill Lynch, 1996-1997