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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Previous experience

  • JP MORGAN CHASE - Banking and Investments, 2004-2015
  • GUARANTY BANK - Bank Manager, 1998-2004

Interests

I love going to the beach, cooking and entertaining for friends and family. I also love to travel and explore the world!