My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Education

  • South Side High School, Class of 2004
  • B.S., University of Delaware, Class of 2008

Awards & recognition

  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020 - 2025
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023- 2025

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Enjoy spending time with family, playing golf and basketball.

My photos

7 albums
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