Specialties
About Me
I’ve been in the financial services industry since 2009 and it has been nothing short of incredible.
Getting to wake up every day and serve clients is a true life’s calling, and one that I take immense pride in. I genuinely want to know each individual and family I work with. My core focus is to establish trust as the foundation of each relationship. The fact that hundreds of families rely on our firm to provide sound advice on major life goals – Securing a comfortable retirement, sending kids to college, managing their investment nest egg – has a certain weight and responsibility that I don’t take lightly. That work continues each day as we strive to make a positive impact. My strategy and approach to financial planning and investments is the result of many years of experience as a Senior and Lead Planner at several highly respected wealth management firms. I've used that knowledge and experience to help shape Investment Designers into a premier financial services firm.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CLU, ChFC, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory. THIS COMMUNICATION IS STRICTLY INTENDED FOR INDIVIDUALS RESIDING IN THE STATES OF AL, AK, AR, CA, CO, FL, GA, HI, IL, IN, KS, LA, MI, MN, MS, MO, NE, NV, NM, NY, NC, ND, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY. NO OFFERS MAY BE MADE OR ACCEPTED FROM ANY RESIDENT OUTSIDE THE SPECIFIC STATES REFERENCED.