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

  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™


  • Bachelor of Science, Finance & Business Economics, Southern Illinois University, Carbondale, IL
  • Pi Sigma Epsilon - Director of Philanthropy

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022

Community participation

  • Springboard to Learning
  • Pedal the Cause


I enjoy football, golf, travel and spending time with my friends and family.