My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance

Previous experience

  • Wells Fargo Advisors, LLC, January 2008 - March 2014
  • A. G. Edwards & Sons, Inc., March 2007 - January 2008
  • Linsco/Private Ledger Corp., December 2005 - March 2007
  • Edward Jones, August 2000 - December 2005
  • Prudential Securities Incorporated, February 1997 - July 2000

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

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.

Teaching, helping mentoring, caring for others.

Interest in volunteering, sports activities, the arts; theatre & music.