Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Family Finances
  • Charitable Giving
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA Communications, Trinity International University, Deerfield, IL

Community participation

  • Toys for Tots
  • Placer Food Bank Can Food Drive

Interests

  • I love to travel
  • Hiking, baking, reading, and quilting
  • Spending time with family and friends
  • Go Cubs!