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

Areas of focus

  • Insurance
  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • Series 7
  • Series 66
  • Life/ Health and Accident Insurance

Education

  • Bachelor of Science in Business Administration, Supply Chain Managment Major at Auburn University, Auburn Alabama

Community participation

  • LeTip International

Interests

Outside of my professional life, I have a deep passion for outdoor activities that keep me connected to nature and challenge my physical endurance.

  • I enjoy mountain biking for the thrill and challenge it provides, allowing me to explore the outdoors while also pushing my physical limits.
  • Hiking and backpacking allow me to disconnect from daily life and immerse myself in nature, offering a sense of adventure and tranquility
  • In the winter, weather permitting, I enjoy skiing which combines my love of speed and the mountains, providing an exhilarating way to stay active and enjoy the winter landscapes.