My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2009 thru 2015

Education

  • American University, Chartered Financial Consultant, 2005
  • The Pennsylvania State University - Bachelor of Science, 1996, Accounting

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