Advisor profile


My approach


Financial stress can unfortunately keep you up at night; one of the great parts of my job is to help my clients rest easy knowing they are on track to financial success. I will personally tailor strategies to help meet my client’s needs through our Confident Retirement® approach. This includes covering essential expenses, ensuring a comfortable continued lifestyle, preparing for the unexpected, and leaving a legacy. The goal is to help my clients feel more confident about their future by providing guidance through whatever life throws their way and to help ensure they are on the path for a strong and steady financial future
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative; Series 66 Uniform Combined Sales

Education

  • Masters in Secondary Education, Rooselvelt University, 2006-2008
  • Masters in Educational Administration, Northern Illinois University, 2010-2012

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Ameriprise Client Experience Award, 2023

Previous experience

  • High School Principal - Florida Cyber Charter Academy, 2018-2020
  • High School Administrator, 2013-2018

Community participation

My family and I regularly help with Pack a Sack, an organization devoted to making sure children in need have enough food during weekends and breaks when they will not have access to meals assistance through school. We also regularly attend Generations Christian Church, participate in our home association board meetings, and I coached flag football for years.

Interests

I enjoy spending time with friends and family. We love spending time at the beach, hiking, or rock climbing. I’m a self-taught guitar player, and love getting together with friends to see what each other has been learning lately. I’m in a movie group, am an avid gamer, and I’m a huge Chicago sports fan.