Meet Your Advisor
My financial planning guidance ensures you are well-prepared for what the future holds.
TBA Investment Services provides a wide range of products and services as well as objective financial advice to help you achieve your financial goals today and in the future.
As a financial advisor, I bring over 17 years of experience to the table in areas such as retirement planning, portfolio management for both growth and income, financial consulting, college savings, and creating streams of income from investments during retirement. My goal is to be your guide through every phase of life. Whether you’re taking your first steps as an investor, gearing up for retirement, or seeking to safeguard the wealth you’ve built for your heirs, I’m here to support you every step of the way.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.