Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
9
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
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6
  • Series 7
  • Series 63
  • Series 65
  • Life, Accident and Health

Awards & recognition

  • CIO Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • CIO Wealth Strategies, Ameriprise Client Experience Award, 2021-2023

Interests

  • Family
  • Faith
  • Food