As a Fiduciary, I'm on Your Side

In partnership with TD Ameritrade as an independent advisor and fiduciary, where your needs always come first:

• Investment and Retirement Planning Specialist

• Personalized Investment Solutions and Wealth Strategies

• Serving Affluent Investors ($250,000 or more)​

Contact us to learn more or to meet in person.  All consultations are free and confidential.

Series 65 and 63

B.A. Economics, Xavier University

M.B.A. Finance, University of Chicago

eCFP Northwestern University School of Professional Studies