Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 and 66 Licenses
  • Life, Accident, and Health Insurance License

Interests

Chances are that you can find me either reading a book, writing a book, or hiking and camping in the woods. Ideally, all three!

Community participation

Yearly participation in local community outreach programs: Foster children in 2018 and food banks in 2017.

Kind to Kids Foundation, Wilmington DE

Miracles for Molly Dunne Foundation, Wilmington DE

Delaware SPCA, Newark DE

Blood Bank of Delmarva, Newark, DE

Children & Families First, Wilmington DE