My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

International travel (Philadelphia Chapter Coordinator for the Travelers Century Club), performing arts & film, historic preservation, fine wine and dining, and conservation & tree planting as a Tree Tender for the Philadelphia Horticultural Society.

Community Participation

Volunteer Tree Tender for the Philadelphia Horticultural Society.

Instructor at the Osher Institute for Lifelong Learning at Temple University.

20
Years of Experience ?

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Insurance
  • Investments

Education

  • Dual Bachelor of Science degrees, Political Science and Journalism, Cum Laude, Boston Unversity
  • MSJ, Journalism, Northwestern University, Evanston, IL
  • MSc., Government, London School of Economics and Political Science, London, U.K.

Previous Experience

  • Vice President, Investments, Raymond James, 2006-2015
  • SVP, Chairman's Council, Foresters, 1999-2006
  • Chief Economist, The Bancroft Group, 1997-1998
  • Bond Analyst, London, Paris & Tokyo Offices, Thomson Reuters, 1994-1997
  • London Bureau Chief, CNBC, 1993-1994