Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • AAMS® Accredited Asset Management Specialist℠


  • I enjoy sailing in the Chesapeake Bay area and in the Caribbean
  • I love to Salt-Water fish.
  • I enjoy golfing in warm weather at places like Cape May National Golf Club.
  • I enjoy reading, I am usually reading at least 3 books at any given time. (History, Business & Fiction)
  • I like to cook, I try to find at least one new recipe per month and give it a try. I also enjoy collecting and reading about different wines.

Community participation

Previous experience

  • Veteran of the United States Navy Submarine Force, 1980-1984