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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7- General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination Credential Name
  • Life, Accident, & Health

Education

  • B.S. Financial Planning and Wealth Management, University of Delaware

Community participation

Kids Alley-Volunteer

  • After school tutoring program for inner-city children, providing guidance and educational support. Organize clothing and school supplies through philanthropic events for the students/families within the program.