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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies

Awards & recognition

  • Legacy Financial Partners, Forbes Top Wealth Management Teams: Private Wealth, 2023-2025
  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021-2024

Legacy Financial Partners' Core Values

Legacy Financial Partners strives to create an extraordinary client and community focused experience founded on the organization’s core values.

Legacy Financial Partners is dedicated to providing an exceptional client and community-centered experience grounded in our core values.

  • Service
  • Leadership
  • Integrity
  • Community
  • Excellence

We will maintain focus on the significance of our core values and the initiatives we undertake to establish a lasting legacy for our clients, communities, and team.