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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • Mercyhurst College, Bachelor's Degree, Human Resources Development

Awards & recognition

  • Ameriprise Circle of Success, 2012-2013
  • FORTIFY Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Coach my son's youth deck hockey, baseball, and soccer teams.

Interests

  • I enjoy our city and our sport teams.
  • I occasionally race and still ride motocross.
  • Attempting to keep up with my 2 young children.