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.

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1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • West Virginia University - BSBA, Finance Major, 2022
  • West Virginia University - MBA, 2024

Interests

I love to bring value to the world. My ultimate goal in being a Financial Advisor is to eliminate the gap between my clients and their financial freedom. I am passionate about managing families' finances, retirement planning, wealth management, and helping others. I am particularly interested in working with families, couples, and individuals in reaching their respective financial goals. Aside from work, I enjoy working out, gaming, and traveling. I especially enjoy being around my friends and family, and spending time at the beach.