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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Small Business
  • Retirement Planning Strategies

Education

  • Indiana University, Kelly School of Business, 1998

Previous experience

  • Stry-Lenkhoff Company, Sales, 1998-2004
  • MassMutual Life Insurance Company and MML Investors Services, LLC, 2004-2022

Interests

Outside of my career, I have a life filled with family, small kids who keep me young, and live an active lifestyle. I love spending time with my family, traveling, playing sports like tennis and basketball, watching good movies, cooking, walking my dogs, and carving pumpkins.

My photos

1 albums
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