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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Illinois State University, Bachelor of Science Economics & Finance

Awards & recognition

  • Five Star Wealth Manager, 2014 - 2023

Previous experience

  • Loan Review Specialist, Marine Bank of Champaign-Urbana, 2 Years

Community participation

  • Danville Boat Club Trustee

Interests

  • Reading
  • Running
  • Basketball
  • Playing Music
  • Traveling
  • Volunteering
  • Spending time with Family