Investment approach

To help realize each client’s unique needs, I work with you to develop a personalized approach that helps grow your assets, while also helping protect you from catastrophic losses in both the stock and bond market. I accomplish this by helping my clients: 
  • Understand their financial goals
  • Analyze and evaluate their current financial situation
  • Develop, implement, and monitor a unique financial strategy

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Senior Vice President, Director of Portfolio Advisory Group


Trust Consultant