Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance
  • Family Finances
  • Estate Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Master of Education, University of Arkansas at Little Rock

Interests

I am married with two children (a daughter and a son). They are 13 and almost 15 years old. My kids activities keep us very busy. My daughter plays the piano, ice skates, and plays volley ball. My son is involved with the local hockey team as a goalie. With two teenagers and three dogs, our days are rarely dull!

Community participation

    Active in the local non-profit community.

Previous experience

  • Secondary High School Teacher in East Dubuque, Il, 1999-2000