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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Insurance
  • Business Retirement Plans

Education

  • Olivet Nazarene University- B.S. Education and Business 2004

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • Peoples Investments, Ameriprise Client Experience Award, 2021-2023

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor, IPI, 2014-2018
  • Financial Advisor, PNC, 2009-2014
  • National City Investments, 2008-2009

Community participation

Kiwanis Club of Kankakee; Past President, Board member/ Community Foundation of Kankakee; Committee member/ LimestoneYouth Baseball Softball League; Board member/ YMCA Kankakee; Committee member