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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Education

  • Concorida University, Bachelor of Science (B.S.), Biology, General 1996

Interests

When I am not in the office, I enjoy spending quality time with my family.

One of my favorite weekend activities includes cheering on my son and his soccer team.

When I have free time, I like to use my creativity to scrapbook priceless memories.