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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies

Education

  • Master of Science in Business Intelligence, Full Sail University, Winter Park, FL

Previous experience

  • Financial Advisor, Merrill Lynch, Redding, CA, 2016-2024
  • Financial Advisor, Edward Jones, Redding, CA, 2014-2015

Community participation

National Day Of Service - 2nd Harvest

Interests

  • Camping - Always up for an adventure...
  • Spending time with my family.
  • Golfing - Although I rarely have time.
  • Home Cinema - I geek out on ideal home setups.

My photos

2 albums
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