Advisor profile


My approach

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Small Business
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Master of Business Administration (MBA), George Washington University, Washington, DC
  • Bachelor of Science (BS), Finance, University of Maryland, College Park, MD
  • Bachelor of Science (BS), Labor Relations, University of Maryland, College Park, MD

Interests

Advanced Manufacturing

Health and Wellness

Economic Community Development

Children and Family Advocacy

Community participation

  • National Small Business Association Leadership Council
  • Member of National Association of Manufacturers
  • Member of International Society of Automation
  • Member of Society of Manufacturing Engineers
  • Member of Pennsylvania Chamber of Commerce
  • Member of the Lehigh Valley Economic Chamber of Commerce

Previous experience

  • Senior Financial Advisor - Merrill Lynch Wealth Management, April 2009 - July 2019
  • Financial Advisor - Wealth Management Advisor - Citigroup, July 2006 - April 2009
  • Financial Advisor - Wealth Management Advisor - Legg Mason Wood Walker, March 2003 - July 2006