Associate Advisor at
Modern Wealth Management
Years of Experience
3 years
Number of Clients
115
Average Client Size
$500,000
Member Since
2025
I am currently studying for my CFP designation, I am always looking to find ways to improve and grow as a financial advisor!
My typical clientele consists of individuals who are either already retired or within five years of retirement. These clients come to us seeking guidance on navigating their retirement years with confidence. They value working with a firm that can address a wide range of needs, from investment management to tax planning and estate planning.
Click to learn more
Bachelor's in Business Administration with an emphasis in Finance
Obtained in 2022
Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.