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
26
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
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, State University of New York- College at Oneonta, 1994

Professional associations

  • Financial Planning Association

Community participation

Prince William Lacrosse Club -Girls 7/8 Coach

Prince William Lacrosse Club Board of Directors- Girls Member At Large

Interests

Ice Hockey

Wine and Food tasting

Vintage Guitars and Tube Amplifiers