Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans


  • Series 7 Securities License.
  • Series 66 License.
  • Life, Health and Disability, producers License.


  • BS, Mechanical Engineering, University of Nebraska, Lincoln, NE
  • MBA, Michigan State University, East Lansing, MI

Awards & recognition

  • Soundview Financial Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • Golf Coach, Laurel High School
  • Board Member, Laurel Golf Club


  • Golfing
  • Coaching Kids
  • Fishing
  • Spending Time with Family and Friends