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
3
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
  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Masters of Science in Finance, University of Nevada, Reno
  • Bachelor of Science in Business Administration with a Major in Finance, University of Nevada, Reno

My Profession

I am a passionate Financial Advisor that loves helping guide my clients toward financial freedom. I was born and raised in Reno, Nevada, where I also went to college at the University of Nevada, Reno and graduated with a Master of Science in Finance. Shortly after college graduation, I discovered my passion for financial planning which inspired me to earn the reputable designation as a CERTIFIED FINANCIAL PLANNER® professional. Now, I continue to strive for excellence within my profession by providing value and strengthening financial confidence in my community.

Interests

Aside from my career, I have a magnificent wife, Madelyn and a spunky little dog named Kahlua. Together, we enjoy traveling, discovering new experiences, and enjoying time with family and friends. With any other free time, I fill it with various hobbies such as cooking, CrossFit, hunting and going to concerts.