Meet the Team

I've always been passionate about fitness, finance, and helping others. After studying business management, accounting, and finance in college, I spent a brief time working in the fitness industry as a personal trainer. While I enjoyed helping clients achieve their goals, I always knew I wanted to become a financial advisor.

That opportunity came through Richard Patient, one of my longtime clients, who introduced me to Money Concepts. What attracted me to the firm was its independent model, which allows advisors the freedom to build their own brand, serve clients in the way they believe is best, and remain focused on relationships rather than sales quotas. That philosophy aligned perfectly with my own values and the way I wanted to build my practice.

When I'm not working, you'll usually find me spending time at my family's lake house, riding my motorcycle, trying to improve my golf game, snowboarding during the winter months, or traveling to explore new places.