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
27
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.