Our Affiliations
Proudly connected with local chambers, Rotary clubs, Habitat for Humanity, and Osaic Wealth, reflecting deep community roots and trusted partnerships.
My Background
Experience
With certifications like CHFC, AAMS, CRPS, and licenses including Series 7 and 66, I bring a wealth of knowledge to your financial planning.
Serving clients with personalized investment and insurance solutions.
Campbell County Habitat
President
2018 – 2021
Serving clients with personalized investment and insurance solutions.
Rotary Club
Past President
2015 – 2017
Guided community service projects and fostered leadership among members.
Affiliations
Snapshots from community events and partnerships that shape our journey.
