Good things take time to cultivate and grow. As an avid fly-fisherman, I invest in the process, from my own flies, to the net I built, to the solitude of the experience. It takes time, but the experience is deeply rewarding.

I approach my career with that same interest. I became interested in finance because my hope was to make a difference in the lives of those around me in a deeply personal and significant way. I believe in what I do and in the community I serve. Their success is my success, not the other way around.

My goal as a financial advisor is to constantly serve my clients. I do this through researching best practices, getting curious about investments, constantly sharpening my skills as a leader and listening to my clients. I've received the Certified Financial Planner™ (CFP®)* designation, which included completion of financial planning coursework and passing a comprehensive exam. I take a holistic approach to the client's financial picture, integrating not just their finances, but taking their entire estate into consideration during our reviews.

My branch office team, Lara Hensley and Carissa Lilly, are dedicated to the success of every client, personally advocating and supporting them. Together, we work to build portfolios that work for the unique individuals we serve.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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