Invest with confidence.
Plan with purpose.

17 years of financial industry experience. Personalized investment strategies built around your goals.

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17
Years of experience
35
States licensed
4
Major financial firms

Investment services

Straightforward advice. Strategies built around you.

Stock Trading

Active investment strategies using market analysis and disciplined decision-making.

Long-Term Investing

Build and manage a diversified portfolio aligned with your long-term financial goals.

Personalized Strategies

Investment guidance tailored to your financial goals, risk tolerance, and time horizon.

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Experience matters.

A career built across leading financial institutions.

2009–2012

Chase Investment Services

Broker

2012–2017

J.P. Morgan Securities

Broker & Investment Adviser

2017–2025

Ameriprise Financial

Financial Planning & Investment Management

2025–Present

LPL Financial

Independent Practice

Professional standards. Transparency.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. View professional registration and disclosure information through BrokerCheck.

  • CRD# 5666085
  • Member FINRA/SIPC
View FINRA BrokerCheck

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