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
17
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
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Small Business
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • Pennsylvania State University, BS Marketing, 2007

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • I joined the North Jersey Regional Chamber of Commerce to become more active with other professionals in our community. Within the chamber, I have become very active in hosting events where we partner with fantastic charitable organizations such as
  • I organized a group of business professionals that meet weekly to discuss what is happening in their business, build solid business relationships, develop strong presentation skills and become proficient networkers. This allows me to build a network

Community participation

  • I joined the Northern New Jersey Penn State Alumni Association to stay connected with other alumni and to support the University’s mission of teaching, research, and service.
  • I teamed with the American Red Cross with our Community Connections program to help drive fundraising efforts.

Interests

  • Big Family Dinners, Golf, Skiing, Traveling