I have over a decade of experience in the finance industry in areas including banking, insurance and wealth management industries. As a financial advisor, my focus includes a core values based approach to financial planning, risk management, investment portfolio construction, implementing individualized strategies that assist in maximizing compensation, benefit plans and legacy planning.

I feel blessed to have the opportunity to develop meaningful relationships with my clients and assist them in maximizing their futures. Considering financial planning is a deeply personal exercise in trust and partnership, I take pride in my practices and their results. I enjoy being a guide for clients through the process of identifying their core values and tying those values to their financial goals.