Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Investments


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7- General Securities Representative
  • Series 66- Investment Advisor Representative
  • Life, Accident and Health Insurance Licenses


  • Bachelors Degree, University of Delaware, Newark, DE

Awards & recognition

  • Gavin & Dolliver Wealth Advisors, Ameriprise Client Experience Award, 2021

Community participation

The Leukemia and Lymphoma Society -


  • Spending time with family especially my kids Charlie and Sylvia.
  • I enjoy running in Rockefeller Preserve and Central Park as a way to stay fit and train for half and full marathons.
  • Triathlons were a natural progression for me from distance running. Swimming and Cycling are great cross training exercises so doing the races just made sense.
  • I love listening and performing music, playing guitar is a great way to relax.
  • I love to read but as a new parent have been struggling to find time, I spend a lot of time in the car so books on tape have done a great job of satisfying my desire to reading.