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
23
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
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science, Finance, Drexel University, Philadelphia, PA (1989 - 1994)

Awards & recognition

  • Whitlock Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Whitlock Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

I serve as a BELL (Businesses Empowering Lifelong Learners) Board of Trustees. A nonprofit organization to promote, aid and encourage educational activities and endeavors of and for Manassas Park City Schools and their administrators, teachers and students. Great to be involved in helping our kids in the community and it's educators.

Interests

Enjoying time with family and friends, traveling and building a lasting relationship with my clients.