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

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies


  • Series 7, Series 8, Series 63 and Series 65


  • Attended University of Florida
  • Graduated from University of South Florida, with a BA in Sociology


Since moving to Colorado, I take advantage of the many outdoor activities that I enjoy, including skiing, hiking, snowshoeing and biking. In addition I have always had a passion for travel and photography.