Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • Series 7, 66
  • Life, Accident, & Health

Education

  • B.A. Economics, University of Maryland, College Park

Interests

  • I enjoy spending time with family and friends, traveling around the country, and seeing different parts of the world.
  • I love to be active, exercise, and play a number of sports.

Community participation

Volunteer

  • Food Bank of Delaware

Previous experience

  • Financial Consultant, AXA Advisors, 2014, Philadelphia, PA, 1
  • Legal Intern, Simon & Simon PC, 2012-2014, Philadelphia, PA, 2