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

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Small Business


  • LUTCF® Life Underwriter Training Council Fellow℠
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 24 - General Securities Principal Examination
  • Series 26 - Investment Company Products/Variable Contracts Principal Examination
  • Series 12 - NYSE Branch Manager Examination
  • Life and Health Insurance


  • West Chester University, BA Bachelor of Arts

Community participation

Board Member of the Washington Twp Youth Services Commission


Coach and Sponsor of Senators Tri County Baseball Team in Washington Twp NJ, Semi Pro Baseball Team

Player in the MSBL, Mens Senior Baseball League

Season Ticket Holder of the Philadelphia Eagles

Season Ticket Holder of the Philadelphia Phillies

Spending Beach Time at Summer home in North Wildwood NJ, and Ft Lauderdale Fl. with my Family, on the beach.