Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies

Education

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

Awards & recognition

  • Five Star Wealth Manager, 2014-2016

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
  • Advisory Board Member for the Salvation Army

Interests

  • Hobbies: reading, taking my dog Sasha for walks at the park, grilling out on my deck for friends and family, travelling, my vegetable garden
  • Goals: publishing my first novel
  • Favorites: TV (Billions, Ozark, reality TV), Sports (Eagles, Phillies, Sixers), Travel, Concerts (rock and country)