My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • Golfing
  • Swimming
  • Adopting and caring for rescue English Bulldogs
35
Years of Experience ?

Client Satisfaction 4.7 out of 5 rating based on 29 reviews 94.00

Areas of Focus

  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Family Finances

Education

  • M.S. Economics The George Washington University Washington DC
  • B.S. Accounting Shepherd University Shepherdstown WV

Files for Download

My Videos(6 videos)

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