My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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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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