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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Family Finances
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, New York University

Interests

I am a Century (100 mile) cyclist.  To give back to the community you'll find me on charity bicycle events including:

     o The ALS Express

     o American Cancer Society's Bike-a-thon

     o The Irish Pub's Tour de Shore

     o The Multiple Sclerosis Society's Bike MS City to Shore

Community participation

  • American Cancer Society
  • National Multiple Sclerosis Society
  • Irish Pub supporting children's and law enforcement charities
  • ALS Foundation