My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Interests

Playing the organ and piano, cooking, reading novels or non-fiction.

Community Participation

I play the organ at St. Peter's Episcopal Church in Philadelphia, PA where we specialize in training children and young people in the art of English Cathedral style singing in the context of an intergenerational choir setting.

22
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 9 reviews 96.00

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Charitable Giving

Education

  • Bachelors in Organ Performance - University of Evansville, Evansville, IN
  • Masters in Organ Performance - Eastman School of Music, Rochester, NY

Files for Download

My Videos(7 videos)

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