My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Financial Planning for Small Business
  • Tax Planning Strategies

Awards & recognition

  • Gold Coast Wealth Advisors, Ameriprise Client Experience Award, 2021, 2024
  • Gold Coast Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Interests

My interests are varied and run deeply.

  • Avid fitness buff.
  • I write, compose, dabble in mixed media and design.
  • I spend an exorbitant amount of time in nature with my active, on-the-go family, teaching my daughter about the benefits of the natural world.