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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Retirement Income Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor

Education

  • BA, Accounting and Finance, Temple University Fox School of Business, Philadelphia, PA

Awards & recognition

  • Five Star Wealth Manager, 2020 - 2023
  • Ameriprise Client Experience Award, 2020-2021
  • Monument Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Wells Fargo Advisors, 2014-2017
  • Morgan Stanley, 2017-2020

Interests

  • Golf
  • Philadelphia Sports
  • Reading
  • Spending time with family
  • Learning about market history