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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Qualifications

  • Series 7

Education

  • Boston University, Boston, Massachusetts, Bachelors of Science: Business Administration, 1994

Previous experience

  • Dean Witter, 1995-2001
  • Smith Barney, 2001-2009
  • Wells Fargo Advisors, 2009- 2015

Community participation

Centerville City School - previous Assistant Basketball Coach, worked concession stand
Ascension Catholic Church - member

Interests

  • Family
  • Golf
  • Outdoor activities.
  • Volunteering for local schools