Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.S., Computer Science, University of Maryland, College Park, MD 1985
  • B.S., Marine Science & Biology, University of Miami, Coral Gables, FL 1982

Interests

  • Travel

Community participation

  • Board of Directors Village at Manchester Farm Community Association 2005-present.
  • Board of Directors Barefoot Country Condominium Association 2012-present.