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Specialties
As a financial advisor, I help successful working professionals, retirees and business owners in north Nevada and beyond make smart decisions about their wealth, allowing them to lead meaningful lives of impact.
Working closely with you and your CPA, attorney and other professionals, I help determine the most appropriate financial strategy for you, your family and your business. I currently hold the CERTIFIED FINANCIAL PLANNER® certification and Certified Exit Planning Advisor® designation. One of my passions in life is aviation. As a pilot, I have learned a lot about the value of charting your course, creating a systematic plan with precise objectives that guide you safely and efficiently to your desired destination. When flying, it is essential to know where you're going, how you're going to get there, and where to reroute in case of emergency. Many lessons I have learned from flying apply to my role as a financial advisor in northern Nevada, and I incorporate that wisdom into my process with clients. I act as my clients’ navigator, charting their course and executing that strategy to help them safely arrive to their desired destination. Using an established process, I build customized financial strategies for my clients designed for their specific goals. It all starts with a deep conversation to better understand my clients’ needs, wants and values. Together, we develop strategies tailored to their lives, and once the strategies are in place, I maintain open communication with my clients to ensure that as their lives develop, they stay on their financial course. Raised in Carson City, I was active in the community as an Eagle Scout and a lifeguard. I had many interests growing up but knew that I always wanted to help people and make a meaningful impact on their lives. I joined Edward Jones soon after graduating from University of Nevada, Reno, and quickly found that it aligned with my values and mission. Outside of the office, I currently serve with the local Chamber of Commerce. I am also involved with the Experimental Aircraft Association and support the Young Eagles as a volunteer pilot. In my free time, I enjoy flying, hunting, golfing, gardening and woodworking. To learn more about how I can help you reach your financial goals, contact my office today. I look forward to meeting you.
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Always free for clients.
CEPA, CFP, ChFC
Chartered Designations
What do these credentials mean?
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