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
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
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Awards & recognition

  • Albrecht & Associates, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Wells Fargo Advisors, March 2007 - February 5, 2014
  • LPL Financial Services, 2006-2007
  • Edward Jones, 2000-2006
  • Prudential Securities, 1997-2000
  • Merrill Lynch, 1996-1997

Community participation

  • Volunteer for Habitat for Humanity.
  • Hereditary Disease Foundation
  • Where Angels Play Foundation
  • Magro Foundation
  • Huntington Disease Society of America

Interests

I love cooking and entertaining for my family and my closest friends.

Traveling is a passion of mine; as I truly love the experience of being integrated into various cultures both domestically & overseas. The various culinary experiences and types of cuisines I have had the pleasure of experiencing in the course of my travels has been fabulous.

My photos

1 albums
close