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My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

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Interests

  • Spending time with my family and friends
  • Volunteering in the community, spending time outdoors, and music
  • I'm a fan of all things Philadelphia - history, food, sports, etc.

Community Participation

  • Boys & Girls Clubs of Philadelphia, Corporate Board Member
  • Bridesburg Boys & Girls Club, Unit Council Vice President
  • The American First Responder Institute of Heraldry, Board Member
  • National Eagle Scout Association, Life Member

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Small Business

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010, 2011, 2012
  • Ameriprise Circle of Success, 2006, 2007, 2010, 2011
  • Ameriprise Financial Mercury Award, 2003, 2006
  • Better Business Bureau Accredited2, 2011, 2012
  • NABCAP Premier Advisors3, 2011, 2012
  • Boys & Girls Clubs of Philadelphia, Alumni Hall of Fame, Lifetime Achievement

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Bachelor of Science Degree
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CFS®  Certified Fund Specialist
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Education

  • B.S., Public Administration, Saint Joseph's University, Philadelphia, PA
  • CFP, The American College, Bryn Mawr, PA
  • CRPC, College for Financial Planning, Denver, Colorado
  • CFS, Institute of Business & Finance, San Diego, California

Files for Download

My Videos

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My Photos Show Thumbnails

Commemoration of a successful career Cupcakes provided by: Indulgence Cupcakery, Haddonfield, NJ

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.