My Approach

I care about what’s important to you

Your financial goals are unique, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future.

With the right financial advice, life can be brilliant.

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
21
Years of Experience ?

Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2019

Education

  • BA in Economics, Dickinson College 1996

Files for Download

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