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
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Rowan University - B.S. Finance

Interests

  • Fitness and outdoor activities such as golf and kayaking
  • History, archeology and astronomy
  • Networking and meeting new people

Community participation

  • Advisory Board Member - YMCA of Burlington/Camden Counties