Whether you’re building wealth, looking to protect what you’ve already accumulated, or starting to think about how to use and pass it on, your financial needs evolve over time. Each stage comes with different questions, how to save and invest, how to manage risk, and how to turn what you’ve built into income that supports your lifestyle and your family.

Whether you’re a professional, executive, business owner, or entrepreneur, my role is to help you stay organized through these transitions, provide guidance along the way, and make sure your financial decisions remain aligned with your goals as your life changes.

Before becoming a financial advisor, I spent over 15 years building and managing my own business. That experience gave me a practical understanding of what it takes to earn, grow, and manage money over time, along with the challenges that can come with it. I’ve also worked in the financial industry, which allows me to combine real-world experience with professional guidance.

My role is to guide you through the different pieces so you can make informed decisions aligned with your goals.

Education & Professional Background

• Chartered Retirement Planning Counselor (CRPC®)
• Accredited Wealth Management Advisor (AWMA®)
• FINRA Series 7 – General Securities Representative
• FINRA Series 66 – Uniform Securities Agent & Investment Adviser Law License
• Life and Health Insurance Licenses (including annuities and related protection strategies)
• Bachelor’s Degree in Business Administration (Finance concentration)