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

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Cash Flow Management Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care®

Education

  • B.S., Business Administration and Public Administration, Saint Joseph's University, Philadelphia, PA

Interests

  • Spending time with my family and friends
  • Volunteering for youth sports in Bucks County particularly Warrington Township and Warwick Township
  • Volunteering in the broader community, spending time outdoors, and music
  • I'm a fan of all things Philadelphia - history, food, sports, etc.

Community participation

  • St. Joseph St. Robert School Advisory Board, Chairman, Warrington, PA
  • St. Joseph St. Robert CYO, Basketball Assistant Coach, Warrington, PA
  • Boys & Girls Clubs of Philadelphia- Bridesburg Unit, Unit Council Member, Philadelphia, PA
  • National Eagle Scout Association, Life Member
  • Boys & Girls Clubs of Philadelphia, Alumni Hall of Fame Inductee 2011
  • Warwick Township Baseball, Jamison, PA - Director of Fundraising and Community Relations

Awards & recognition

  • Five Star Wealth Manager, 2012-2019
  • Ameriprise Circle of Success, 2011, 2012, 2014, 2019, 2020
  • Ameriprise Mercury Award, 2003, 2006
  • Better Business Bureau Accredited, 2011-2020

Professional associations

  • Certified Financial Planner Board of Standards Inc.
  • Financial Planning Association
  • Lower Bucks County Chamber of Commerce
  • Newtown Business Association
  • American Bar Association, Associate Member- Family Law
  • Philadelphia Estate Planning Council

What's in a name?

Our team name, RidgePoint Financial Partners™, has a profound meaning for us. The “Ridge” is the narrow part of a mountain and requires careful navigation; this was symbolic of the goals we help our clients achieve- like retirement or education, for example. The “Point” is an actionable word; we help “Point” our clients in the right direction on their journey to the “Ridge”, the goal. “Financial Partners;” we will work with you in your quest to achieve your financial goals and here to help you in whatever way we can. The word “partner” is defined: a person who takes part in an undertaking with another or others. We are on this journey together and glad to be with you every step of the way.