CRPC™, Certificate in Blockchain and Digital Assets℠, CWS®
Here to act in your best interests
Since the start of my career as a financial advisor in 2005, I have helped countless clients think through their lifelong goals and enable them to follow a smart and well-developed plan to achieve their financial milestones. Outside of work, I’m either spending time with my family, walking my dogs Suzy and Addie, volunteering in my church, hiking, traveling, watching movies, reading a book, gardening, or working on a DIY project at home.
Chartered Retirement Planning Counselor™
Certificate in Blockchain and Digital Assets℠
Certified Wealth Strategist®
Bachelor of Arts, Management - Menlo College
Master of Science, Finance - Purdue University