Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Awards & recognition

  • Derrick Wells, Ameriprise Circle of Success, 2020, 2021

Community participation

I am a member of the Mt. Vernon Kiwanis Club. I became involved with this organization because I believe it is important to build a strong foundation for our children today so that we may achieve a greater future tomorrow. Check out all of the amazing things the organization does for the community: About Us (mountvernonkiwanis.org)

Our photos

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