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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Qualifications

  • FINRA Series 7

Education

  • Marshall University, Finance Major with Minor is Computer Science

Previous experience

  • Wells Fargo, 2003-2020
  • Prudential Securities, 1998-2003

Community participation

  • Proud participant in the semi-annual National Day of Service

Interests

Loves to play the guitar

Snow Skiing