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
21
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
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • Master of Science in Business Administration, Rensselaer Polytechnic Institute, 2002
  • Master of Science in Civil Engineering, North Carolina State University, 1985
  • Bachelor of Science in Civil Engineering, Clemson University, 1982

Community participation

Elder (Ordained Minister): Shiloh New London Church (CT)

1st Vice-President: National Council of Negro Women, New London County Section (CT)

Treasurer: Shiloh Development Corporation, New London, CT

Interests

Ordained Minister at Shiloh Baptist Church in New London, CT

My photos

1 albums
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