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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies

Education

  • Bachelor's of Arts, English Literature University of Delaware

Awards & recognition

  • Five Star Wealth Manager, 2014-2016

Community participation

  • Supporter of Alzheimer's Association Walk to End Alzheimer's
  • Supporter of MS Bike to the Bay
  • Supporter of the Annual Women Supporting Women Walk for Awareness Salisbury, Maryland
  • Supporter of Toys for Tots (official drop off location)
  • Supporter of Run for the Stripes - awareness for neuroendocrine cancers
  • Advisory Board Member for the Salvation Army
  • Supporter of the Ladies Auxiliary Delaware Voluntary Firefighter's Association
  • Supporter of Delaware Hospice

Interests

  • Hobbies: reading, taking my dog Sasha for walks at the park, grilling out on my deck for friends and family, travelling, my vegetable garden
  • Goals: publishing my first novel
  • Favorites: TV (Billions, Yellowstone, reality TV), Sports (Eagles, Phillies, Sixers), Travel (recent and upcoming include Egypt and Italy), Concerts (recent and upcoming include Marron5, U2 and Garth Brooks)

My photos

3 albums
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