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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Montclair State(NJ)University 1980 Bachelor of Arts

Community participation

  • Coach for Marsh Creek Eagles Pop Warner Football 6 yrs
  • Coach for LYA Softball 5 yrs
  • Coach for Downingtown American Legion Baseball 3 yrs
  • Member of Upper Uwchlan Township Park and Recreation Board

Interests

Reading and exercising. Time away at our beach house on the Jersey Shore