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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments

Community participation

I have enjoyed volunteering to coach kids from ages 3 to 10 at the local YMCA.

Another organization that I'm involved in is the Wounded Warrior Project

Interests

I really look forward to my kids sports events on the weekends. My oldest which is 11 plays goals keeper for the ACYS soccer league. My favorite part is cheering the team on during the tournaments.

My photos

1 albums
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