Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Investments
  • Insurance
  • Tax Planning Strategies

Education

  • B.A. Sociology, John Hopkins University 1991-1993

Previous experience

  • Financial Advisor, Stifel, Nicolaus & Company, Incorporated, 2018-2025
  • Financial Advisor, Wells Fargo Clearing Services, LLC., 2006-2018
  • Financial Advisor, Morgan Stanley DW INC., 2000-2006
  • Financial Advisor, Advest, INC., 1999-2000

Interests

Outside of work, you’ll usually find me spending time with my family, relaxing at the beach, watching my children compete on the lacrosse field, or getting in a round of golf whenever I can. These passions keep me grounded and remind me why I strive to deliver outstanding service.

My photos

1 albums
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