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
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Family Finances
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Saving for Education

Education

  • Bachelor of Arts - Political Science/Philosophy of Law - University of Nevada, Las Vegas

Interests

  • I am a music lover. You will often find me at concerts in and around Las Vegas. I enjoy many types of music and instruments, but I have a special love for the guitar, of which I am an avid player and collector. If you want me to talk for hours, just mention lutherie.
  • I am a novice runner. After two half-marathons in 2023, I ran my first full 26.2mi this year; and, in November, I am excited to participate in the inaugural Las Vegas Marathon!
  • Food is one of my great joys in life. If I am not cooking at home, then I am out at a different restaurant trying new dishes with friends and family. Ask me for a restaurant recommendation any time!