Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management
  • Estate Planning Strategies
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • FINRA Series 3 FINRA Series 7 FINRA Series 9 & 10 FINRA Series 63 & 65


  • B.S. Management/Management Information Systems, University of Nebraska-Lincoln, 1992-1997


Spending time with family

Being outdoors


Working out


Trying new restaurants

Community participation

My team participated in the Ameriprise National Day of Service at the Plano Community Garden on November 4, 2021.

Previous experience

  • Senior Vice President, Morgan Stanley, 2000-2021