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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor of Arts - Psychology, Stockton University, NJ

Interests

  1. I am an avid runner
  2. I enjoy golfing at places like Avalon Golf Club, Twisted Dune Golf
  3. I like traveling and vacationing to places like Vero Beach, FL., Hatteras Island, NC., Labelle, Nova Scotia., Ocean City, NJ
  4. I love spending time with my spouse and grown children and their spouses.
  5. I enjoy watching baseball and football. The team's I follow and support are Phillies for baseball and Eagles for football.