Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelors of Science in Marketing and Economics from the Fisher College of Business at The Ohio State University

Community participation

  • Board Member and Program Staff Director, Camp Discovery - Camp Discovery is a non-profit organization that provides a summer camp experience for children of Bucks, Montgomery and Philadelphia county with backgrounds of abuse.

Interests

  • I enjoy spending time with my family and friends.
  • I love both watching and playing sports. I play in both softball and basketball rec leagues.
  • I am an avid skier, and I love being outside and being active.
  • I am also a beer and wine enthusiast.