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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Cash Flow Management Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor
  • 2002 Ameriprise Express Financial Advisors Inc. - President's Recognition Award

Education

  • BS Bachelor of Science - Delaware Valley University

Interests

  • I enjoy hiking, golfing and spending anytime outdoors.
  • I am currently volunteering my time at the John James
  • Audubon Center at Mill Grove primarily in the Education
  • Department Raptor Program.

Community participation

  • Volunteer- John James Audubon Center at Mill Grove- Audubon, PA

Awards & recognition

  • Five Star Wealth Manager, 2012-2019

Professional associations

  • Mortgage Bankers Association of Greater Philadelphia
  • College of Financial Planners
  • Mortgage Bankers Association of Pennsylvania

Previous experience

  • Mortgage Banker, 1980 - 1998