Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning


  • BAAS Bachelor of Arts and Science, Biological Sciences, University of Delaware, Newark, Delaware
  • MBA Master of Business Administration, Boston University, Boston, Massachusetts

Awards & recognition

  • Five Star Wealth Manager, 2014-2021

Community participation

International Women's Club (Greenville, Delaware)

Kennett Square Newcomers Club 2007-2015 (Kennett Square, Pennsylvania)

Main Line Newcomers Club (Bryn Mawr, Pennsylvania)

International Women's Club of Philadelphia (Philadelphia, Pennsylvania)

DuPont Country Club - ACBL Bridge League (Wilmington, Delaware)

Wilmington Country Club - ACBL Bridge League (Wilmington, Delaware)