Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science in Consumer Affairs from Ohio State University

Awards & recognition

  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2021

Community participation

  • Youth boys basketball coach
  • Youth boys volleyball coach
  • Pennsylvania Volleyball Coaches Association (PVCA) member
  • The Northeastern Foundation

Interests

  • Traveling with my family
  • Coaching high school boys volleyball
  • Cycling
  • Volleyball
  • Reading