Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • Bachelors Degree, Finance and Marketing, La Salle University, Philadelphia, PA

Interests

Outside of work, I enjoy staying active and connected with the people and experiences that matter most to me. I value spending quality time with my family, whether that’s sharing everyday moments or making memories while traveling together. I’m an avid skier and enjoy the challenge and excitement of being on the slopes, as well as the fast‑paced, social nature of pickleball. As a lifelong soccer fan, I appreciate both playing the game and following the sport, which reflects my passion for teamwork, competition, and staying engaged year‑round.