Our Associates

Helping individuals and families build, preserve, and transfer wealth through personalized wealth planning and disciplined investment management for over 30 years.

For more than 30 years, I’ve helped individuals, families, and business owners navigate life’s financial decisions with confidence. As a trusted financial advisor, I believe successful wealth management begins with understanding what matters most to each client- their goals, values, and vision for the future.

Throughout my career, I’ve guided clients through changing markets, economic cycles, and important life transitions by developing personalized investment and financial strategies tailored to their unique needs. My approach is built on long-term relationships, thoughtful planning, and commitment to providing clear, objective advice every step of the way.

As a Fundamental Choice Portfolio Manager, I offer customized portfolio management designed to align with each client’s financial objectives and risk tolerance. I also serve as a personal financial resource for a select group of clients, helping coordinate the many aspects of their financial lives- from investment management and retirement planning to wealth preservation and legacy planning.

I believe that wealth planning is more than managing investments—its about creating confidence, simplifying complex decisions, and helping clients make informed choices for themselves and future generations.

Whether you’re pressing for retirement, growing your wealth, or planning your family’s financial legacy, my goal is to provide the experience, guidance, and personal attention you deserve.

For more than 35 years, I have had the privilege of helping individuals and families navigate their financial lives. Looking back on my career, I feel truly blessed—not only for the opportunity to work in this profession, but for the relationships I have built with so many wonderful families across multiple generations.

As a PIM® Portfolio Manager with Wells Fargo Advisors Financial Network, I have completed the required industry registrations and qualifications and serve as a fiduciary when managing discretionary portfolios. My responsibility is simple: to put my clients' interests first and help them pursue their financial goals with thoughtful, personalized guidance.

While technology and artificial intelligence continue to transform the financial world, I believe there is no substitute for real human intelligence, experience, and understanding. wealth planning is about more than numbers and algorithms. It is about listening. It is about understanding your goals, concerns, dreams, and fears. It is about creating a strategy that makes sense for your unique circumstances and being there for you when markets become uncertain and emotions run high.

I believe in the value of a conversation. The most important investment decisions often begin with simply sitting down together, discussing what matters most, and creating a plan built around your life—not someone else's.

My passion is helping clients create prosperity that can last not only for their lifetime, but for future generations as well. Whether you are planning for retirement, preserving wealth, supporting your family, or building a lasting legacy, I would welcome the opportunity to listen to your story and help you create a brighter financial future.

I believe great investment planning begins with a conversation—and that conversation can help create prosperity for generations to come.