Advisor profile


My approach

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

  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Small Business
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Insurance
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • Series 7 and 66 Licenses
  • Life, Accident, and Health Insurance Licenses

Education

  • BS Bachelor of Science, Human Services, University of Delaware, Newark, DE

Interests

I spend my free time in warm weather outdoors in my garden, hiking local trails, and leisure biking on the Jack A. Markell Trail between Wilmington and New Castle. In cooler weather, I gravitate towards all things cozy. Food and wine experiences, local and international travel, volunteering with local nonprofits, and spending time with friends and family are my favorite things in any weather.

Community participation

  • Board Member serving Children & Families First of Delaware
  • Member of the New Castle Jaycees
  • Commissioner on the Child Protection and Accountability Commission
  • Young Founder for the Fund for Women
  • Volunteer for Kind to Kids
  • Mentored for Big Brothers Big Sisters of Delaware

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.