Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning

Education

  • BAAS Bachelor of Arts and Science, Biological Sciences, University of Delaware, Newark, Delaware
  • MBA Master of Business Administration, Boston University, Boston, Massachusetts

Awards & recognition

  • Five Star Wealth Manager, 2014-2022

Community participation

International Women's Club (Greenville, Delaware)

Kennett Square Newcomers Club 2007-2015 (Kennett Square, Pennsylvania)

Main Line Newcomers Club (Bryn Mawr, Pennsylvania)

International Women's Club of Philadelphia (Philadelphia, Pennsylvania)

DuPont Country Club - ACBL Bridge League (Wilmington, Delaware)

Wilmington Country Club - ACBL Bridge League (Wilmington, Delaware)