Professional Story:

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.  I will assist you as you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.*

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

Qualifications:

• 2014 PSU Grad
• Series 7 and 66

Specialties:

• Retirement Planning
• Risk management
• Asset management

Personal:

• Strength training, playing with my dog Tilly