About Us

Manage Your Money With Confidence As an independent adviser and fiduciary in advisory relationships, I serve business owners and individuals, using a white glove approach and a high-level of service in helping to manage their financial life. I pay strict attention to tax strategic investing and consider my clients’ desires for family, recreation, and occupation in planning for specific financial goals. I’m supported by LPL and more than 4000 employees while identifying experienced professionals in the community that might help as we build a financial team of experts in taxes, wealth transfer and elder law.* At Athene, you have access to not only thoughtful investing and planning, but a multiyear Five Star Wealth Manager Award Recipient. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Click here to learn more about the Five Star Wealth Manager Award. Find out more visit https://www.youtube.com/watch?v=ytOdxlet6T4 *LPL does not provide tax or legal advice. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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