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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Family Finances
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance

Education

  • Bachelor of Science, Finance, 2021, University of Missouri - Columbia

Community participation

  • St. Francis Community Services, Southside Center, Saint Louis, MO: Our office works with this group annually to help make the holiday season happier for some local families in need. Together with our wonderful clients, we have been able to provide necessities and other gifts for several great families.

Interests

  • I enjoy watching Mizzou play any sport, in person or on TV.
  • Golf is one of my favorite hobbies, I just wish I was better at it!
  • I love reading, it's a great way for me to relax in the evenings.