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

  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
  • Retirement Plan Distribution
  • Financial Strategies for LGBTQ Couples and Families
19
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Pennsylvania State University-Bachelors in Financial Services

Interests

  • Traveling
  • Bicycling
  • Spartan Races
  • Triathlons
  • Meditation

Professional associations

  • The American Finance Association

Why choose a CFP®?

The CFP® designation requires candidates to have a bachelor’s degree, 6,000 hours of qualifying experience, to adhere to their standards and principles and pass an exam. In addition, there is a 30-hour continuing education requirement that must be met every two years to keep the designation.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

.