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

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investments

Education

  • University of Evansville - Schroeder School of Business
  • Davenport University - B.A., 2023, Finance

Interests

As a former college soccer player, I have developed a strong work ethic, teamwork, and discipline - qualities that I now apply to my professional career. I am passionate about finance and continuous learning, and I find great fulfillment in helping others achieve success. Combining my analytical skills with my enthusiasm for guiding others has led me to a career that aligns perfectly with my strengths and interests. Outside of my work, I enjoy quality time with family and friends, sports, and I value the relationships in my life that continue to inspire and motivate me.