Throughout my career, I’ve been dedicated to serving the needs of my clients by first listening carefully and then delivering the insight or recommendations that continue the conversation, build trust and nurture long-term client partnerships. Our clients and consultants appreciate and trust this ...more

Throughout my career, I’ve been dedicated to serving the needs of my clients by first listening carefully and then delivering the insight or recommendations that continue the conversation, build trust and nurture long-term client partnerships. Our clients and consultants appreciate and trust this approach as one that places them first, no matter what. Our mission is to help our clients reach their long-term financial goals through a thoughtful, disciplined approach to managing investments. My professional goals align with this mission and T. Rowe's culture of collaboration, diversity, and putting clients’ needs first. As I work alongside those entrusted with their organization's retirement and investment plans, I strive to be easy to work with and ready to go the extra mile. My focus on commitment and discipline extends beyond what I do professionally. Time spent pursuing and enjoying an active lifestyle with my family is a priority. Specialties: Investment Strategy and Management, Asset Allocation, Retirement Planning, Pension Plansless