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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Cedarville University - Bachelor of Science - BS, Finance, General 2019-2022

Previous experience

  • Accounting Clerk - St. Joseph's Health, Jun 2021 - Aug 2021
  • Warehouse Packer - MacKenzie-Childs, LLC, Jun 2020 - Aug 2020
  • Stock Clerk - Aramark, Jun 2019 - Aug 2019
  • Lifeguard - YMCA of Central New York, Mar 2016 - Oct 2018