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

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

  • BS, Accounting, Penn State University, University Park, PA

Awards & recognition

  • Cifelli Wealth Management, Ameriprise Client Experience Award, 2020-2023

Interests

I love spending time with the family and friends at our beach in Brigantine. As a Penn State season ticket holder for many years I try to attend as many home and away games along with bowl games as possible. I also follow all the Philadelphia pro sports teams.
My favorite times are spent with my three grandchildren as often as possible.