My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • B.A. Political Science at University of Delaware-Newark, DE 1997

Interests

    I enjoy reading and learning more about the financial services industry. I love sports, especially baseball. I coach my daughter’s softball team and I am part of an organized basketball team that plays throughout the year. Aside from finance and sports, nothing gives me greater joy than spending time with my wonderful family and watching my daughters as they play, learn, and laugh.