As a seasoned Financial Professional, I leverage my expertise as a Registered Representative with LPL Financial. With a focus on Retirement Planning and Spending Analysis, I cater to each client's unique situation, providing tailored solutions to simplify complex investing strategies. What I enjoy most about my job is the opportunity to help people embark on their retirement journey, guiding them towards financial security and peace of mind.
In 2014, I joined Vantage Investment Services Group, bringing with me valuable experience gained from my previous tenure at Mass Mutual. This transition marked a pivotal moment in my career, allowing me to expand my professional horizons and better serve my clientele.
I hold a Bachelor of Arts degree in Political Science from the University of Northern Iowa, a foundation that has equipped me with analytical and critical thinking skills essential in financial planning. Additionally, I hold FINRA Series 7 and 66 securities registrations with LPL Financial, ensuring I remain up-to-date with industry regulations and practices.
Outside of my professional pursuits, I enjoy a range of hobbies that bring balance to my life such as swimming and cheering on my favorite sports teams like the Cardinals, Blues, and St. Louis City Soccer.