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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Estate Planning Strategies

Education

  • Indiana State University, Class of 2018, Bachelor's of Science in Finance

Awards & recognition

  • The Volkers Group, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Wells Fargo Advisors, Financial Advisor, 2018-2019

Community participation

I am involved in a couple committees at Eastside Church of Christ, focused mostly around community outreach and engagement. It is important to help the community as a Christian-based organization and to reach those in need. The outreach ranges from serving food at the local Lighthouse Mission to service projects like building ramps for handicapped individuals.

I also enjoy helping out charities and organizations by participating in events like Fun Runs, 5k Races, and Color Runs. These are fun ways to increase awareness of issues and help fund organizations that look for cures, counseling, and other ways to treat and reduce issues.

Interests

  • Golfing
  • Playing soccer
  • Watching sports (Soccer, basketball, football, etc.)
  • Community engagement through service projects
  • Community engagement through Fun Runs, 5k's, etc.
  • Reading up on market events

My photos

1 albums
close