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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • General Securities Principal Representative
  • Municipal Securities Principal
  • Registered Options Principal

Awards & recognition

  • Franke Miller Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Interests

  • The Market
  • Real Estate
  • The Outdoors