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
27
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
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Domestic Partner Planning

Education

  • Bachelors in Organ Performance - University of Evansville, Evansville, IN
  • Masters in Organ Performance - Eastman School of Music, Rochester, NY

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Interests

I play organ and piano and have played in different churches and for many weddings. I'm currently taking a break but still enjoy music.

I like to cook and particularly like to expand my recipe repertoire. Good food eaten with good friends makes a very special evening.

I read novels or non-fiction. I'm particularly interested in science fiction, stories combining science fiction and historical figures, and non-fiction focused on science and its potential to help solve the world's problems.

My photos

1 albums
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