Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Small Business

Education

  • MBA Finance, University of Delaware, Newark, DE 1990
  • BA Behavorial Science, La Salle University, Philadelphia, PA 1982
  • High School, Academics, Girard College, Philadelphia, PA 1978

Previous experience

  • Associate Vice President Investments (Predecessors Gruntal and Ryan Beck), Stifel & Co., 1995-2018

Community participation

Director, Prayer Ministry and Outreach, Faithful Missionary Baptist Church, Wilmington DE

Conducting clothing and food drives for the needy

Writing appeal letters seeking judicial clemency or redress

Writing bereavement letters and delivering eulogies on behalf of congregation and extended family

  • Faithful Missionary Baptist Church, Wilmington DE

Interests

Publishing articles of faith topics in community newspapers or distributing directly via manuscripts to parties for edification and uplifting.

Conducting clothing and food drives providing words of encouragement and prayer for urban needy.

Physical fitness, punishing cardio equipment in pursuit of health.

Fishing and enjoying the ocean at the New Jersey shore at sparse precious moments.