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

  • 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
  • Retirement Income Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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)

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

Awards & recognition

  • Five Star Wealth Manager, 2014-2016