Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Family Finances
  • Investment Management
  • Charitable Giving
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Social Security Retirement Benefits

Awards & recognition

  • RidgePoint Financial Partners, Ameriprise Client Experience Award, 2020-2023
  • RidgePoint Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Our team is proud to partner with numerous nonprofits in the area.

We volunteer and donate to numerous causes including:

  • The Boys & Girls Clubs of Philadelphia
  • Best Friends Animal Society
  • St. John the Evangelist Catholic Youth Organization
  • Jewish Federation of Greater Philadelphia, Mitzvah Food Project
  • Rotary International
  • Philabundance
  • St. Joseph St. Robert School

There are many more organizations we participate in to enhance the lives of those we serve in our community.

Honored to receive recognition

All of us at RidgePoint Financial Partners™ are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire RidgePoint Financial Partners™ team and the great experience we work so hard to provide for our clients every day.

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