My Approach

I’ll help you prepare for the expected - and the unexpected

Enjoy life now while planning for tomorrow. I will work with you over time to help you plan to achieve your financial goals based on what is truly important to you – and adapt to any changes along the way. With our exclusive Confident Retirement® approach, I provide personalized financial advice and solutions across all areas of your financial life. And if there is anyone you care about who could benefit from a second set of eyes, I would be glad to help them.

For more than 120 years Ameriprise has put clients first — which is why we are rated #1 in the investment industry in customer loyalty.

Interests

  • As a sports enthusiast I love spending time on the golf course, taking in Penn State football games, or cheering on the Philadelphia Phillies and Flyers.
  • I enjoy traveling and spending time at my family’s beach home.
  • I also take great pride in my work with local charities like Channels Food Rescue and the God Luv Ya Foundation.

Community Participation

  • Active participant in the God Luv Ya Foundation
  • Jump Street Sponsorship
20
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance

Education

  • BA in Economics, Dickinson College 1996

Files for Download

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