I have been a financial advisor for over two decades, offering my expertise as your reliable guide through the financial landscape. I am passionately dedicated to helping you plan for life’s pivotal moments, crafting personalized financial strategies and maintaining an open channel for regular performance reviews, goal reaffirmation, and necessary adjustments to adapt to evolving economic and lifestyle dynamics.
My credentials speak volumes: I’m a Certified Plan Fiduciary Advisor (CPFA®) and an Accredited Asset Management Specialist (AAMS®). This prestigious combination signifies my commitment to excellence, backed by demanding educational programs, rigorous examinations, and extensive experience. I uphold a stringent Code of Ethics and continuously expand my knowledge to stay abreast of the latest planning strategies and financial trends while honoring my fiduciary responsibilities. I’m also a Certified Kingdom Advisor (CKA®), blending faith and finance to align your investment values.
As a proud graduate of the University of St. Thomas, my educational journey in Marketing and Business Administration, with a minor in French and International Finance and Economics, adds an extra layer of expertise to my financial prowess. Beyond finances, I enjoy Skiing, Auto Racing, Hockey, Fishing, Reading and cherish Fellowship.
Working with Vanderbilt Financial Group allows me to customize my client relationships, ensuring that you receive the tailored financial guidance you need. You can count on me for strategic, knowledgeable, and understanding financial guidance that stands the test of time. Your financial future is in trustworthy hands.
Available Services:
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures