You are not just another face in the crowd
You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you.

I can help you prepare for whatever life brings both the expected and the unexpected with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Areas of Focus

• Retirement Planning Strategies
• Estate Planning Strategies
• Insurance
• Tax Planning Strategies
• Investments

Qualification

• Certified Public Accountant (CPA - inactive status )
• Chartered Retirement Planning Counselor (CRPC)
• FINRA Series 7 & 66