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
20
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
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Family Finances
  • Social Security Retirement Benefits
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Insurance
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education

Education

  • BS in Finance from the University of Delaware

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016 and 2022
  • Ameriprise Circle of Success, 2006 and 2007
  • Ameriprise Client Experience Award, 2020 and 2022

Community participation

  • Particpant in the Delaware Mud Run to benefit the Leukemia Research Foundation of Delaware
  • Supporter of the Delaware Thoroughbred Horseman's Association
  • Active Member of The Loyal Order of The Moose and Moose International
  • Supporter of MS Bike to the Bay
  • Supporter of the Annual Women Supporting Women Walk for Breast Cancer Awareness
  • Supporter of The Communtiy Foundation of The Eastern Shore
  • Supporter of the Ladies Auxiliary Delaware Voluntary Firefighter's Association
  • Active Volunteer for the Maryland Food Bank

Interests

  • I spend most of my free time with my twins Roger & Sawyer. Every day is an adventure with them and I enjoy every minute of it!
  • I have always had a passion for music and entertainment. I am a country music fan and have made an effort to enjoy more LIVE MUSIC in the future.

My photos

4 albums
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