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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7, 63, 65
  • Life, Variable Contracts, NJ,NY,PA,FL,CA,DE,NC
  • LTC Certified

Education

  • Worcester State College - Bachelors in Economics, Omicron Delta Epsilon

Interests

  • Spending quality time with family and friends
  • Gardening
  • Spending time with my pets
  • Traveling the world
  • Cruising
  • Snorkeling

Community participation

Recording Secretary for the ABCA, Allentown Business Community Association.

Volunteer for the Newell Elementary School Yearbook

Awards & recognition

  • Five Star Wealth Manager, 2016-2020