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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Retirement Income Strategies
  • Insurance

Awards & recognition

  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023

Community participation

Speaking to families with Autism on a regular basis to help with different ideas and approaches to help families .

  • Surfers for Autism

Interests

I am very involved with Autism Awareness.

Love of all sports

Very involved in community events

Family First