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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Previous experience

  • Financial Advisor, JP Morgan Securities LLC, 2012-2020
  • Financial Advisor, Chase Investment Services Corp, 2011-2012
  • Financial Advisor, CAPITAL ASSET ADVISORY SERVICES, LLC, 2010
  • Financial Advisor, Invest Financial Corporation, 2009-2010
  • Financial Advisor, Wells Fargo Advisors, LLC, 2008-2009

Interests

FaithFamilySt Mary's School WilliamstonSportsAnything Out of Doors, hunting, fishing, taking kids on nature walks.Working Property for Farming, Harvesting and enjoyment of being outside.

My photos

2 albums
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