Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Tax Planning Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Delaware - BS Finance

Interests

  • Spending quality time with family and friends
  • Staying active by working out, playing sports, and always open for new activities
  • Enjoy playing the delicate game of golf
  • Traveling
  • Passion for automobiles

Community participation

Supporter of Ovarian Cancer National Alliance