When I was in college, my future career path was uncertain, but I knew there were things I could do to set myself up for success. I knew if I could invest money wisely and live within my means, it wouldn’t matter if I was a truck driver, retail manager, corporate attorney, or an accountant. It’s around that time when I decided to focus on finance, particularly personal finance and financial markets and institutions. Not only did I thoroughly enjoy learning about finance in college, I exceled in it. 

That decision shaped who I am today. In the early 2000’s, I started my first job in this industry with a large insurance company. Almost 20 years later I couldn’t have asked for a better career. I enjoy being able to help my clients through some of the happiest moments of their lives. I also take great pride in being committed to helping support clients through some of their most difficult moments.

No one-day is the same as the last, but my clients know if they need advice regarding their finances I am always here to help. Whether it’s saving for retirement, planning for college, or understanding the risk exposure to an unforeseen life event, such as death or disability, I’m dedicated to helping my clients understand what it takes to achieve their goals.

When I’m not in the office, you can find me enjoying warm days playing golf, traveling with my family to exciting places and skiing in the winter. My most enjoyable moments are when I get to watch my daughters compete in their respective sports, where I get to see them put hard work into something they enjoy doing.