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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investments
  • Retirement Income Strategies
  • Investment Management

Interests

I am an avid reader and have been all my life! I was the kid reading after lights out with a flashlight! I also enjoy being in the great outdoors. Hiking is almost a necessity for me as the joy of nature has the power to calm and heal even the worst of days. But my greatest love is my family, particularly my brown eyed little grandson who is the joy of my life. Every time I look at him I know I have been blessed.