Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA: Series 7 & SIE
  • FINRA: Series 63 & 65
  • State: Life & Heath Variable Insurance

Education

  • Millersville University: Bachelor's in Economics: Finance and Accounting.

Interests

I enjoy being active and especially love playing ultimate frisbee. After playing on the college team at Millesville University, I play with a local adult league that is nationally ranked. I also like spending time with my family; I have two young nephews.

Community participation

Quarterly Community Sponsorship Program:

  • Feed Our Starving Children
  • Cradles to Crayons
  • Garden of Health Food Bank
  • The Hiway Theatre
  • Seven Days Project - Norristown Police Department

Awards & recognition

  • Ultimate Digital Excellence Award, 2021
  • Hickory Pointe Financial Group, Ameriprise Client Experience Award, 2021

Professional associations

  • Omicron Delta Epsilon Intl Honor Society in Economics