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

  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Investments
  • Small Business
  • Cash Flow Management Strategies
  • Family Finances
  • Tax Planning Strategies
  • Wealth Preservation Strategies
14
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
  • RICP® Retirement Income Certified Professional®

Education

  • BS Accounting, University of Scranton 4years