Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Charitable Giving
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
  • Sustainable and Responsible Investing


  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Awards & recognition

  • Atlantic Region Elite Advisor Award, 2016

Previous experience

  • M.J. Whitman LLC, 1986- 2015

Community participation

Sponsor the Avon Breast Cancer Foundation

Sponsor Homeless Solutions


In my free time, I enjoy giving back and volunteering. My family and I have volunteered for years at our local library fair, the food bank and with various organizations in our community. I have walked 60 miles and raised funds for the Avon Breast Cancer foundation and I have participated for several years in the annual Homeless Solutions Women's Day.

I also enjoy traveling and getting to experience new cultures. Individually and with family and friends I have visited several countries and experienced many cultures. I am always so excited to hear about the travels of my clients and the experiences they have shared.