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
6
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
  • Investment Management
  • Family Finances
  • Saving for Education
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.A. History, West Chester University, West Chester, PA, 2015

Interests

In my free time, I enjoy getting caught up in a good book. I have recently read a few thriller books that I could not put down (The Housemaid and First Lie Wins). I am always looking for good book recommendations!
I also enjoy baking and trying new dessert recipes to take to parties and family get togethers.