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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Community participation

Drives for Change Golf Outing
Drives for Change Golf Outing

My wife and I have been involved as puppy raisers, volunteers and board members for Canines For Change Inc. since 2015. The organization specializes in highly trained service and facility dogs that enhance the lives of children and adults with disabilities by empowering them to achieve active and independent lifestyles.

Interests

I like to inform myself in any way I can, whether its reading, audibles, movies, shows, etc. If I said I spent all my time reading about finance and world economics I’d be lying, and the people who are closest to me know I also enjoy learning as much as I can about the game of golf. All of my kids have four legs and are covered in fur, but I come from a large family of 10 children and am passionate about working with families and their loved ones.