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

  • Family Finances
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Small Business
  • Saving for Education


  • CLU® Chartered Life Underwriter®
  • CMFA® Certified Military Financial Advisor®
  • Certified Military Financial Advisor


  • MBA--Finance, Temple-Fox School of Business Philadelphia, PA
  • BS--Business Communications, Chestnut Hill College, Philadelphia, PA
  • Defense Information School--Public Affairs Leadership, Ft. Meade, MD
  • Saint Joseph's Preparatory High School, Philadelphia, PA

Awards & recognition

  • Five Star Wealth Manager, 2014-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Previous experience

  • PA Air National Guard, Chief of Public Affairs, Major, 2009-2021
  • PA Air National Guard, Aircraft Armament Systems, Technical Sergeant, 1997-2009

Community participation

Since 1997, I've been a member of the PA Air National Guard. I enlisted as a weapon systems maintainer on the A-10 Thunderbolt (aka the Warthog). I have deployed overseas three times in support of Operations Southern Watch and Iraqi Freedom. I've served as Chief of Protol and Public Affairs. I am the liason officer between the National Guard and PEMA during state emergencies in Bucks and Montgomery county. I have taught at SJU Detachment 750 AF ROTC as an Associate Professor, Aerospace Studies.

I coach youth lacrosse for the Conshy Bulldogs and soccer for Colonial SC.


Most of us have a favorite memory of a childhood sport or activity. I want to help create those memories for others! For our local lacrosse team, the Conshohocken Bulldogs, I volunteer as the director of boys lacrosse, for kids in grade Kindergarten to 8th grade. I also volunteer with Colonial Soccer Club as coach and division coordinator.

I also enjoy spending time with my family, and sharing the things that my dad shared with me including Philly sports, skiing and golf.