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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Investments

Education

  • Dual Bachelor of Science degrees, Political Science and Journalism, Cum Laude, Boston Unversity
  • MSJ, Journalism, Northwestern University, Evanston, IL
  • MSc., Government, London School of Economics and Political Science, London, U.K.

Previous experience

  • Vice President, Investments, Raymond James, 2006-2015
  • SVP, Chairman's Council, Foresters, 1999-2006
  • Chief Economist, The Bancroft Group, 1997-1998
  • Bond Analyst, London, Paris & Tokyo Offices, Thomson Reuters, 1994-1997
  • London Bureau Chief, CNBC, 1993-1994

Community participation

Volunteer Tree Tender for the Philadelphia Horticultural Society.

Interests

International travel (Philadelphia Chapter Coordinator for the Travelers Century Club), performing arts & film, historic preservation, fine wine and dining, and conservation & tree planting as a Tree Tender for the Philadelphia Horticultural Society.

My photos

1 albums
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