Advisor profile

My approach

We partner with our clients in a long-term, trusting financial advisory relationship. Our team delivers objective tailored financial advice. We bring our clients the peace of mind that comes from having a plan to achieve their dreams and financial freedom.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Domestic Partner Planning


  • Miami University of Ohio, Bachelor in Business Economics, 2017


*Lives in Chicago, IL

*Enjoys writing music and poetry, Modern Art, reading non-fiction Literature, following the latest trends in technology, and video gaming