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
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
  • Wealth Preservation Strategies
  • Investment Management
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Business Retirement Plans
  • Financial Strategies for LGBTQ Couples and Families


  • Eastern Michigan University, Bachelor of Science in Geography


  • Health & Fitness - I enjoy pushing myself to get stronger in the gym and eating well (but I never skip dessert).
  • Hanging out with my dog, Kane - we love exploring new neighborhoods and hikes together.
  • Spending time in coffee shops with friends and family or with a good book.
  • Supporting local performance art.