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

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • Life, Health & Variable Annuity Insurance License


  • Widener University, Chester, PA: Bachelor in Science - 2014

Previous experience

  • Financial Advisor, Merrill Lynch, 2017-2021

Community participation

In addition to an annual donation, I volunteer to support local charity 5k events.

  • Wounded Warrior Project
  • Travis Manion Foundation 9/11 Heroes Run.


  • Time with my family and friends.
  • Personal fitness, golfing, traveling, snowboarding, surfing, and cooking.
  • Listening to a good podcast or reading a noval.
  • Resides in Collingswood, NJ and Ocean City, NJ.