Since I began my career in the financial services industry in 1992, I've dedicated my career to guiding investors through some of life's most challenging financial situations. Through consultation, education and a commitment to offering the highest quality service and advice based on trust, respect, and most importantly, integrity, I have helped many clients accumulate, grow, preserve and enjoy their wealth.

Connecting with me on LinkedIn, FaceBook, and Twitter will allow me to share with you how current market events and potential new legislation could impact your financial plan in today's ever-changing marketplace.  We can discuss options that can help offset fluctuations in market activity.

In addition to obtaining my CERTIFIED FINANCIAL PLANNER™ license in 2013, I am also a Certified Divorce Financial Analyst®. This designation, as well as, the completion of a course titled Divorce & Custody Mediator Training has been critical in helping me safeguard client assets during the divorce process.  While your attorney is busy handling the legal aspects of your divorce, as a Certified Divorce Financial Analyst® (CDFA)™, I can help you navigate your various settlement options using Janney’s proprietary Retirement Income Evaluator. Together we can choose the one that best fits into your long term investment strategy.

This website will serve to facilitate our communication process, address your investment questions and enable you to access your account online—all from the comfort of your home or office. Of course, I welcome your questions and comments either by phone or email, so please don't hesitate to contact me.