Advisor profile


My approach

With 23 years in the financial services industry, I help people develop a game plan for their financial future. This may include retirement planning, investment analysis and management, risk management and estate planning strategies. My clients are people who value having an advisor that they can trust and depend on. I strive to be a personal "CFO", their "go to" person to help make sure their financial planning is in place, implemented and monitored. This helps give them the peace of mind to go about the rest of their lives with confidence that there isn't anything slipping through the cracks.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Retirement Income Strategies
  • Family Finances
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA Certified Public Accountant
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 6 - Investment Co. Products/Variable Contracts Representative Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • Bachelor of Science, Accounting, University of Delaware, 1985

Community participation

  • University of Delaware Executive Mentoring Program

Awards & recognition

  • Ameriprise Circle of Success, 2021