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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 66, Series 7 and Life & Health

Education

  • MBA from University of Delaware, Masters of Business Administration, General Business

Awards & recognition

  • Point To Point Wealth Planning, Ameriprise Client Experience Award, 2022-2023
  • Point To Point Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2023-2024

Point to Point Wealth Planning Mission Statement

Improving lives through collaboration to forge your future with purpose.

Community participation

Kind to Kids Foundation, Wilmington DE

Miracles for Molly Dunne Foundation, Wilmington DE

Delaware SPCA, Newark DE

Blood Bank of Delmarva, Newark, DE

Children & Families First, Wilmington DE

Member of Delaware Alliance for Non-profit Advancement (DANA), Newark DE

Interests

I enjoy playing computer games online with family and friends. Love food! The spicier the better! I'm starting to appreciate traveling and I am working on a bucket list of places to visit.