Specialties
About Me
As a Financial Advisor, I’m passionate about simplifying the financial world of my clients and connecting their unique goals with personalized solutions.
I strive to help others achieve financial literacy, independence, and peace of mind about their future so they can focus on and enjoy what is most important to them. I joined Hamilton Capital in 2021, building on eight years of experience in the financial services industry. As a member of the Wealth Advisory Team, I help clients build, protect, and preserve their wealth through holistic financial planning and a dynamic investment management process. My wide-ranging professional experience has taught me that each client is unique and deserves a committed, life-long advisor they can deeply trust and count on. I am committed to understanding who they are and what is important to them. At Hamilton Capital, we serve only in a fiduciary capacity, which means we are required to provide tailored advice and solutions that are best suited for the client’s specific situation. I appreciate the opportunity to start a conversation or reconnect.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
TPCP, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment advisory services offered through Hamilton Capital, LLC , an investment adviser registered with the United States Securities and Exchange Commission. Registration does not imply a certain level of skill, or training. Neither professional designations, credentials, nor the experience or expertise of a particular adviser should be construed as a guarantee of a particular outcome. Professional credentials and designations should not be used as the sole determining factor in obtaining or retaining the services of an investment adviser. More information about Hamilton Capital can be obtained by viewing its Form ADV Part 2A and 2B on the website: https://hamiltoncapital.com