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Advisor

Helping people make confident financial decisions is what drives my passion as a Wealth Advisor. I enjoy working with individuals and families to create financial strategies that reflect their goals, values, and vision for the future. Whether you're planning for retirement, growing your wealth, or preparing for life's next chapter, I believe every plan should be built around what matters most to you.

 

I earned my Bachelor of Science in Finance with a concentration in Financial Planning from Southern New Hampshire University. My approach is centered on building lasting relationships through trust, education, and thoughtful planning. By taking the time to understand your unique situation, I can develop recommendations that fit your comfort level and support your long-term goals.

 

"I believe the best financial plan is one that's realistic, personalized, and built to last."

 

Financial planning isn't about predicting every twist and turn. It's about creating a strategy that's designed to adapt as life changes. My goal is to provide guidance that helps you stay focused on what matters most while giving you confidence in the decisions you make along the way.

 

Outside of the office, I enjoy reading, playing pickleball, and exploring new restaurants. One quote that has always resonated with me is, "The best time to plant a tree was 30 years ago. The second-best time is now." It serves as a reminder that it's never too early—or too late—to take meaningful steps toward your financial goals.


Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Federal Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
 
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
 
Link to the Copper Financial Customer Relationship Summary.
 
Investment and insurance products offered through Copper Financial:
 

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value

 
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.