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

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Community participation

Coaches youth baseball and football and volunteers at the Alexandria Triathalon

Interests

I enjoy to fish and hunt and play golf in my free time. I love spending time on the lake with my family and friends. I like to spend time coaching my childrens sports teams.

My photos

2 albums
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