With over six years of experience as a financial advisor, I’ve had the privilege of guiding widows, individuals, families, and business owners toward financial security. My passion lies in creating personalized wealth management strategies that help my clients achieve their unique financial goals.

Whether it's retirement planning, investment strategies, or tax-efficient financial solutions, my goal is to make financial planning clear, accessible, and empowering. I believe that financial literacy is the foundation of long-term success, and I’m dedicated to helping my clients take control of their financial futures with confidence.

Beyond working with individuals and families, I specialize in helping businesses optimize their 401(k) retirement plans—ensuring they offer competitive, compliant benefits that support both employer and employee financial well-being. By carefully selecting, managing, and administering these plans, I help businesses maximize savings, retain top talent, and take full advantage of tax benefits.

At LPL Financial, my approach is simple: put clients first, provide transparent guidance, and develop strategies that create lasting prosperity. My commitment to integrity, education, and proactive financial planning has earned the trust of those I serve.

Let’s build your financial future together.