My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and 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.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Interests

  • Hobbies: reading, fishing, golfing, playing with my Schnauzer-Terrier mix Sasha
  • House shopping
  • Goals: completing and publishing my novel

Community Participation

  • Supporter of Alzheimer's Association Walk to End Alzheimer's
  • Supporter of MS Bike to the Bay
  • Supporter of the Annual Women Supporting Women Walk for Awareness Salisbury, Maryland
  • Supporter of Toys for Tots (official drop off location)
  • Supporter of Run for the Stripes - awareness for neuroendocrine cancers
17
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 6 reviews 96.00

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies

Awards & Recognition

  • Five Star Wealth Manager, 2014-2016

Education

  • Bachelor's of Arts, English Literature University of Delaware

Files for Download

My Videos(6 videos)

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