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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Orth Financial Group, Barron’s Top 100 Private Wealth Management Teams, 2021
  • Orth Financial Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • Food Bank of Delaware
  • Salvation Army Angel Tree
  • Ministry of Caring

Interests

  • I am a passionate soccer fan, supporting Manchester United and the United States Men's & Women's National Teams. I also support the Philadelphia Eagles and Philadelphia 76ers.
  • I enjoy playing Dungeons and Dragons with friends, which allows me to express my creative side and enjoyment of board games.
  • I am always looking to find new music and go to as many concerts as I can!
  • I am very creative in the kitchen and always have an eye out for new restaurants wherever I am.