Who is being protective of you?

My Mom had an unexpected event that changed her life. When my parent's divorced, she found herself unprepared and in financial hardship. Eventually my brothers and I worked together to improve her situation, but walking through the struggle with her has taught me a lot about the importance of being financially prepared.

Shaped by this experience, I have helped several families prepare for both the expected and the unexpected events of their lives. Like my mother, each client has a different story and listening to that, with empathy, has helped me to serve with a greater sense of attentiveness. I believe that the protective instinct that I have for my mom still influences the way that I take care of my clients today.

Using a professional, level-headed process, I help guide my clients through uncertainty and difficulty.

Our clients can expect to walk into the office and meet with an advisor that they can easily communicate with as we work together to develop personalized strategies tailored to them. When they leave the office, they know that I will be mindful of what is most important to them. Staying in open communication is crucial to our client's success and is the hallmark of our Branch.

We welcome new clients who are looking for a partner to help them simplify their financial lives. It all starts with a conversation – call any time.

[email protected]

Focus areas

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

My Personal Interests

  • Cooking
  • Community Outreach
  • Podcasts
  • Basketball
  • Board Games

Office Information

Office Hours

Office Hours
Mon 08:30AM - 06:30PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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