Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. 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

  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies


  • AAMS™ Accredited Asset Management Specialist™
  • CLTC® Certified Long Term Care®


  • Bachelor of Science, Economics and Business, Northeastern University, Boston, MA

Community participation

  • Member, Carson Valley Chamber
  • Business Showcase participant
  • Parishioner and Volunteer, Lifepoint Church in Minden
  • Austin's House (Minden) childrens shelter fundraising
  • Project Santa Claus volunteer, Douglas County


Enjoying the Sierra Mountains, skiing, hiking, biking, kayaking in Lake Tahoe, Artown and entertainment in Reno, and sharing all of this with my daughter, family and good friends!