Our Qualifications

I have been working with high net-worth individuals and successful businesses for almost two decades.

I have extensive personal and professional financial experience.

I maintain my Series 7, 63, 65, 9 and 10 licenses, as well as Life and Health Insurance licenses; and am therefore licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all of my clients, and believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that Steward Partners Investment Solutions (formerly Umpqua Investments) can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using our combined expertise to help you pursue your financial goals.