Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • LUTCF® Life Underwriter Training Council Fellow℠

Education

  • MS Management, Polytechnic Institute of Technology
  • BS Chemical Engineering, Drexel University

Awards & recognition

  • Ameriprise Client Experience Award, 2021, 2022,2023

Previous experience

  • MetLife, 2003 - 2016

Community participation

Active member of Southside Business Men's Club.

  • Southside Business Men's Club

Interests

Hiking, walking, cooking, entertaining, ballet, biking, spending time with family.