I have been in the financial industry for almost ten years where I get to help our clients organize their financial lives, accumulate wealth, and understand complex needs such as estate planning, tax strategies, investment products, retirement, and estate transfers.  I have a Bachelor’s in Business Management with an emphasis in Project Management. Additionally, I’ve been a Leader’s Qualifier and Top 5 Representative the past 6 years in our firm.  

Growing up in a house with a financial advisor meant that my education started early. At 13, I was tracking stocks in a notebook to find trading patterns. At 15, my father opened my first Roth IRA, and we made investment decisions together. However, this industry isn’t just about the X’s and O’s of finance. The financial services industry is one of the most unique industries on the planet in that we get to directly affect our communities in the most positive way possible. There really is nothing better than seeing our clients obtain true mastery over their financial lives and the freedom that comes with that.