I enjoy helping others set themselves up for financial success and believe that a defined plan greatly increases your odds of getting there. The people I generally work with are young professionals and growing families. If you’re looking to get on the right track, I can help. Dream it, Plan it, Live it.
My goal is to meet people where they are – whether just beginning your financial journey or near retirement – to provide a service that will maximize their return on life.
I have been in the financial services industry since 2016 and have recently started the process to obtain my Certified Financial Planner (CFP®) marks. Currently, I hold the following credentials:
- Series 7 - General Securities Representative Examination
- Series 66 – Uniform Combined State Law Examination
- 2-15 Life, Health & Variable Annuities
- Bachelor’s degree in economics
Away from work, my wife and I love to travel to all kinds of places international and domestic. If you have good travel stories, I’d love to hear them. I enjoy playing flag football and disc golf on the weekends.