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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution

Education

  • BBA, Banking and Finance, Northwood University

Awards & recognition

  • HS&C Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • HS&C Wealth Management, Ameriprise Client Experience Award, 2022-2023

Professional associations

  • Greenville Chamber of Commerce

Previous experience

  • Account Executive, Fidelity Investments, 3 years, 4 months (November 2010 to February 2014)
  • Account Executive, TD Ameritrade, 5 years, 3 months (August 2005 to October 2010)

Honored to receive recognition

I’m excited to share that HS&C Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • D.A. Blodgett - St. John's Annual KidsFirst Open
  • Greenville Chamber of Commerce Member

Interests

Family, Travel, and most anything that involves being out in the great outdoors

My photos

3 albums
close