As your financial advisor, I believe it is critical to deeply understand what is important to you. That is, what and who you're investing for. Using our established 5-step process we strive to make each client feel understood, informed and secure with all aspects of their financial life while creating a personalized strategy to help you achieve your goals. After creating and implementing a strategy, we commit to partnering with you alongside your CPA and attorney to help keep you on track through the stresses, strains and changes during an investing lifetime.

Success to me is measured by the clients that only have to retire once, spouses being there for their families in times of need, children getting great educations without the burden of debt, legacies that change the trajectory of generations to come and the relationships I make along the way.

One of the many things we hear our clients value is the mutual understanding of their life as a person, not a portfolio. I believe passionately that the approach, process and guidance we advocate changes lives and helps people achieve better outcomes.

Together, with my branch office administrator, Julie Leanna, we leverage our strengths with the resources of a Fortune 500* firm to provide one-on-one, unparalleled service to our clients.

*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Outdoor Enthusiast
  • Traveling

Office Information

Branch Team

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