Throughout my career, I've been honored to work with generations of families and businesses to have a positive impact on the lives and legacies of my clients.

It's my passion to create an exceptional client experience and foster long-term relationships based on high standards of trust, communication and excellence, true value of service and keen attention to detail.

As a trusted financial advisor, I aim to uncover, explore and respect the passions, hopes and dreams of my clients. This allows me to tailor personal investment and estate strategies that enhance their lives – both current and future.

In addition to working with my clients directly, I also lead, coordinate and participate with other professionals such as CPAs, estate planning attorneys and life insurance specialists to develop wealth protection strategies and create a financial team that has my client’s best interests at heart.

My areas of focus consist of: wealth preservation strategies, estate and legacy strategies, risk assessment, financial strategy development, financial analysis, portfolio strategies, 401(k)s, IRAs, Roths, life insurance and long-term care.

Outside of my passion for working with clients to create wealth strategies, I love spending time connecting with my family in meaningful ways, volunteering with community service clubs, attending charity events, backpacking, making and listening to music, personal fitness and photography.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

Office Information

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More