Areas of Focus
- Investments
- Retirement Income Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
Qualifications
- CRPC™ Chartered Retirement Planning Counselor™
Education
- BS, Business Administration, University of Delaware, Newark, Delaware
Awards & Recognition
- Five Star Wealth Manager, 2012-2018
- Ameriprise Circle of Success, 2015-2024
Community Participation
- Friends of The Black Run Preserve Volunteer
- Food Bank of South Jersey Volunteer
Interests
- On a quest to play the top 100 golf courses in the world — checking a few off the list each year.
- Spending time with family and friends at the shore or entertaining with a backyard bbq.
- Working on getting additional stamps on my passport. Enjoy travelling and exploring new places.
