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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

  • B.A. History, Politics, Saint Joseph's University, Philadelphia PA

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2001-2022, Yardley, PA, 21
  • Financial Advisor, Dean Witter Reynolds Inc, 1997-2001, Jenkintown, PA, 3
  • Financial Advisor, Avatar Financial Group Ltd, 1996-1997, Blue Bell, PA, 1
  • Counsel, First Fidelity Bank, 1984-1997, Philadelphia, PA 13, From 1992 to 1997: First Fidelity Bank Legal Department li
  • Staff Attorney, Central Appellate Research/Appellate Div - Superior Court, 1981-1984, Trenton, NJ, 3