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
18
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
  • Tax Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelors, Business Administration, Drexel University, Philadelphia, PA

Community participation

Fundraising for the National Multiple Sclerosis societies Philadelphia chapter. Over $20k raised since 2011 through donations for the annual Muck Fest run.

Interests

-Spending time with family and friends

-Active participant in the annual Philadelphia Muck Fest since 2011 to help fundraise and fight Multiple Sclerosis

-Reading, exercising and playing hockey