Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A. Finance and Financial Management Services, 2015, University of St. Thomas

Awards & recognition

  • Five Star Wealth Manager, 2021 - 2024

Interests

  • Skiing
  • Golfing
  • Hiking
  • Traveling
  • Spending time with family