Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, 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, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Investment Management
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Intergenerational Planning
  • Insurance
  • Saving for Education
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CPA Certified Public Accountant

Education

  • Drexel University - BS Accounting & Finance
  • The Pennsylvania State University - MBA
  • University of Delaware - Certificate in Financial Planning

Interests

Youth Sports Coach

Parish Finance Council

Traveling with my family

Youth mentoring

Running, tennis and golf

Community participation

Financial supporter of Salesianum School