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

  • Retirement Planning Strategies
  • Investments
  • Investment Management
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Bachelor of Arts, Political Science and History, Villanova University

Interests

Outside of work, I enjoy spending time with my family. We go to Disney once a year and spend the summer months at the Jersey Shore. Being from Philadelphia I always enjoyed going to basketball, hockey and baseball games. My passion for basketball gave me the opportunity to coach youth at my daughters school.

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • Five Star Wealth Manager, 2022

Previous experience

  • Senior Vice President, Morgan Stanley, 2011-2019, Marlton, NJ, 2011-2019
  • Vice President, Merrill Lynch, 2005-2011, Mount Laurel, NJ, 2005-2011