Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Insurance

Awards & recognition

  • TruVista Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Honored to be recognized in Forbes

We’ve got some exciting news to share: TruVista Wealth Advisors has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. We couldn’t be prouder, as this achievement reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Interests

I enjoy spending time with my family and friends, golfing, and baking.

My photos

3 albums
close