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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Interests

Martha and I work on feeding homeless men throught the V.I.S.I.O.N. program in Wilkes Barre

Community Participation

Kiwanis, Wilkes Barre, PA

Aktion Club, Wilkes Barre, PA 

V.I.S.I.O.N, feeding homeless men in Wilkes Barre, PA

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Women's Financial Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005-2009

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • BS in Community Leadership & Development, Springfield College, Springfield, MA