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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Insurance


  • APMA™ Accredited Portfolio Management Advisor™


  • University of Cincinnati: BBA in Accounting
  • University of Cincinnati: MS in Finance, with a Focus in Financial Planning

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide for our clients every day.

Community participation

Supporting community locally and abroad is important to me and a value I learned at a young age. Starting at ten years old, I’ve traveled across the globe on different mission trips. Specifically in Kenya, my parents started an initiative to provide safe water for rural schools. More than 70 clean water wells have been built to date. My family and I continue to support this effort through fundraising and regularly traveling to Kenya.

Locally in Cincinnati, I am a member of the Red Shoe Crew, which is a group of young professionals dedicated to fundraising and serving families through the local Ronald McDonald House Charities.


When I'm not helping people reach their financial goals, I enjoy spending time with family and friends, going on hikes with my pup, playing golf and basketball, and traveling to new places. One goal is to visit a new country every year, and so far, I'm on track!

I am also an avid sports fan and enjoy rooting on my Bengals and Bearcats whenever I can!