My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies

Education

  • B.S. in Business Administration at Saint Joseph's University, Class of 2011

Awards & recognition

  • Ashford Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021, 2022

Community participation

SJU Alumni Volunteer Network

SJU Alumni Association

Bryn Mawr Hospital

Cradles to Crayons

Philabundence

Interests

I am a lifelong and prideful Philadelphian. As a trusted confidant to clients’ financial lives, I approach my work with professionalism, integrity, and care. Strong family ties are my central pillar. I am genuine, empathetic, and interested in others. I strive to be easy to know and am driven to build meaningful relationships. I live an active lifestyle and enjoy skiing, golf, ands to surf. Also a passionate home cook and world traveler.