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My Approach

Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.

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Interests

I currently reside in Boothywn, PA with my wife Becky, my daughter Maya, and our pug, Marley. When not working, I enjoy basketball, golf, traveling, cooking, and wine tasting.

Community Participation

  • Caesar Rodney Rotary
  • Wilmington Tax Group
  • President: Deer Crossing Association

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Employee Stock Options

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC(R)
  • CRPC(R)
  • CFS
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Education

  • University of Delaware Bachelor of Science in Business Administration (Finance)
  • The American College: CERTIFIED FINANCIAL PLANNER™ and ChFC®
  • The College for Financial Planning: Chartered Retirement Planning Counselor
  • The Institute of Business and Finance: Certified Fund Specialist (CFS)

My Videos

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My Photos Show Thumbnails

I was honored to receive the Paul Harris Fellow Award this year from Don Fulton. I serve on the board of Caesar Rodney Rotary here in Wilmington, DE

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.