My Philosophy

I believe your specific situation should shape your financial plan, not the other way around. Planning is the real driver of this industry, so I aim for a collaborative, transparent relationship where we work your ideas into the plan to meet your goals together. This also requires having difficult conversations should finances or overspending be off track. The goal is to have a connected, fruitful relationship that benefits you, and that happens when we’re on the same page.

 

Who I Help

I work best with people who are still building toward retirement. Whether you’re just getting started or you’ve been saving for years without giving it much thought until now, helping you put together a plan that truly meets your retirement expectations is incredibly rewarding.

 

Why I Became an Advisor

At a young age, I excelled in math and saved nearly every penny since I was 10. This got me thinking early about careers that used those skills. First, I looked at accounting, and after one class in high school, saw it wasn’t for me. By then, I was already managing my own investments, so I shifted towards advising and the positive impact that accompanies a good plan. It felt more fulfilling and pushed me towards deeper connections with people and their futures, as opposed to just numbers on a spreadsheet.

 

Outside the Office

I try to travel whenever I can, since I’m lucky enough to have friends scattered around the country. Outside of that, you’ll find me golfing (even if my game isn’t the best), shooting pool, or bowling — always better with friends and family along.

 

Credentials & Experience

• FINRA Series 7 and 66
• Life and health insurance licensed