My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I 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.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

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.

23
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 12 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(6 videos)

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