Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • Series 7 - General Securities Representative Exam
  • Series 66 - Uniform Combined State Law Exam

Education

  • Bachelor Degree of Business, Finance, Temple University, Philadelphia, Pennsylvania

Awards & recognition

  • Smith Advisory Group, Ameriprise Client Experience Award, 2021

Interests

I value spending quality time with my family and exploring nature with my handsome dog (Titus)

Traveling the world and experiencing new cultures is a passion of mine

I am an avid Ohio State Football Fan and attend many games

In my leisure time, I read various business/finance articles and literature

Fitness and health is also important to me as I have competed in various "Tough Mudder" competitions