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
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

  • B.S., 2018 - Florida Gulf Coast University

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Professional associations

  • Mile High SHRM

Interests

Traveling has been a big part of my life, whether in the US or internationally. I love traveling and exploring new places, learning about their cultures, and of course, getting to eat the local foods. Each trip inspires me to bring new flavors back home and experiment with recipes I've sampled. As I get older and have less time for travel, cooking has been my way of reliving those experiences and also creating new adventures by attempting recipes from places I look forward to visiting in the future.
On the weekends, I try to stay active and spend time outdoors. I love a good hike, workout, and I'm currently trying to master disc golf!