Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Small Business
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA, Finance, Dominican University
  • BA, Business Administration, Dominican University

Interests

  • New Walk Church
  • Fitness - Marathon running, have completed 5 including Chicago and Big Sur
  • Hiking - Cascades and aim to complete Appalachian Trail!
  • Basketball - Coached Pasco High JV 2014-2018

Community participation

Rotary Club of Zephyrhills - Past President x 2