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
31
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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7, 66

Education

  • BA, English, Emory University, Atlanta, GA
  • MBA, Finance, Georgia State University, Atlanta, GA

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

  • Swim Across America
  • UCSF Thoracic Oncology Department
  • Special Operations Warrior Foundation
  • The Guardman Presidio 10K
  • Youth Soccer Coach

Interests

  • English Channel Swimmer
  • NCAA Soccer Player