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 Income Strategies
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Insurance
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 66, Series 7 and Life & Health

Education

  • MBA from University of Delaware, Masters of Business Administration, General Business

Interests

I enjoy playing computer games online with family and friends. Love food! The spicier the better! I'm starting to appreciate traveling and I am working on a bucket list of places to visit.

Community participation

Kind to Kids Foundation, Wilmington DE

Miracles for Molly Dunne Foundation, Wilmington DE

Delaware SPCA, Newark DE

Blood Bank of Delmarva, Newark, DE

Children & Families First, Wilmington DE

Member of Delaware Alliance for Non-profit Advancement (DANA), Newark DE