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
11
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
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative

Education

  • University of Delaware- Degree in Finance from the Lerner College of Business & Economics

Previous experience

  • TD Bank- Financial Services Representative, 2013-2014
  • Fidelity Investments- Relationship Manager, 2014-2018

Interests

  • Spending time with family and friends
  • Coaching community youth athletics
  • Taking an active interest in my client's lives
  • Spending time outdoors: golf, beach, wineries
  • Attending sporting events: Basketball, Baseball, Football