Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Investments
  • Wealth Preservation Strategies


  • CFS® Certified Fund Specialist


  • Bachelor of Science in Consumer Affairs from Ohio State University

Awards & recognition

  • Roseville Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022

Honored to be recognized in Forbes

I’m thrilled to share that Roseville Wealth Management Group has been included on the 2023 Forbes Best-in State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

Community participation

  • Youth boys basketball coach
  • Youth boys volleyball coach
  • Pennsylvania Volleyball Coaches Association (PVCA) member
  • The Northeastern Foundation


  • Traveling with my family
  • Coaching high school boys volleyball
  • Cycling
  • Volleyball
  • Reading