Before becoming an Investment Adviser, I held positions in finance that allow me to put a trained eye on areas of finance that most advisors won’t help with. The first position was in lending; where I helped individuals and real estate investors with creative financing in order to accomplish their ownership goals. During that time, I used a variety of lending options from banks across the country. Advancing my career, I went into a management role with a regional bank to help retail and commercial bank customers with their banking, lending and investment needs.

In 2010, I began to utilize my experience to better help people and begin my career as an Investment Adviser. Now I am able to use the skills I have gained over the years to piece together your ideal financial picture. I am able to make sure that everything in your financial life is working together but most importantly, having a plan.