Since I began my career in the financial services industry in 2005, the one consistent truth I’ve learned is that not everyone is prepared for success. Many of us are never presented with the opportunity to learn how best to manage our money; this is why I love working with my clients to take a holistic approach to their financial success. My role is not just to help them find the right investment solution, but also to help them understand the process behind those investments.
While my clients represent a wide range of incomes and industries, they each share a natural desire to learn more about wealth management. Members choose to work with me because I can break down complex scenarios into clear, actionable investment plans. Confidence is the foundation of every relationship between an advisor and their clients, and I’m proud to have earned the confidence of the Amplify community by helping them make sense of the complex world of markets and trends.
This drive to understand how the pieces fit together extends to my personal life, where I love connecting with professionals outside my own industry. Nothing makes me happier than picking up a new skill, and I can often be found reading or practicing what I’ve learned from YouTube and other such tutorials. Because I believe in giving children the opportunity to live healthy and fulfilling lives, I also support organizations such as Seva Foundation, Miracle Feet, and Bright Faces.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.