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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Insurance
  • Family Finances

Community participation

Staying active in the community and supporting a wide variety of initiatives throughout the years is important to me. Most recently, my primary focus has been volunteering and raising money for charities that support America's service members.

Interests

I'm grateful for the opportunity to work hard for clients, celebrate their successes and enjoy my career. Outside of work, my family, Elizabeth, Ryan and Cooper keep me on my toes! We love to go on family runs, eat donuts and share new experiences.