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
17
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
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 7 . General Securities Representive
  • FINRA Series 66 . Combined Investment Advisory Agent and Uniform State Exam
  • Life, Health, Disability and Long Term Care Insurance Licenses

Education

  • Masters of Business Administration, Business Administration, Marywood University, Scranton, PA

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Community participation

Interests

  • I enjoy spending quality time with my wife Jessica, our family and many friends.
  • I believe in integrity, honesty and accountability.
  • I am interested in learning and continuing my professional education.
  • I am an avid sports fan.
  • I am curious of our past and optimistic of our future.