Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Saving for Education
  • Insurance
  • Investment Management
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

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

Education

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

Awards & recognition

  • Point To Point Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2022-2023
  • Point To Point Wealth Planning, Ameriprise Client Experience Award, 2023-2024
  • Delaware Business Times 40 Under 40, 2023

Point to Point Wealth Planning Mission Statement

Improving lives through collaboration to forge your future with purpose.

Community participation

Giving back to my community and advocating for underserved populations are both passions near and dear to my heart as a former foster youth and adoptee. I've been involved in nonprofits since I was 17 years old. The quote "If not me - who? If not now - when?" has kept me going with the nonprofits and initiatives in which I've been involved.

  • Board Member for Children & Families First of Delaware
  • Volunteer at REACH Riverside in Wilmington
  • Young Founder for the Fund for Women
  • Volunteer at the Food Bank of Delaware
  • Former Vice President of the New Castle Jaycees
  • Mentored for Big Brothers Big Sisters of Delaware

Interests

Connecting with nature is important to me and keeps me grounded so I spend time walking through the beautiful parks and gardens in and around Delaware, enjoying the beaches, and seeking out new horticulture and environmental clean-up events.

Gastronomic experiences, bourbon tastings, sommelier events, local and international travel, singing and listening to music, volunteering with local nonprofits, and connecting with friends and family are also things that bring me joy and keep me energized.