Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

• Define your personal financial goals.
• Develop a financial strategy that can help you achieve these goals.
• Suggest suitable products and solutions based on your own tolerance for risk and your timeframe.
• Implement your strategy with products and services that help meet your needs.

I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.

 

Education

American University B.S., C.W. Post University B.A.

Hobbies

Kayaking, Biking, Reading, Traveling

Affiliations & Memberships

Society of Financial Service Professionals- awarded in 2019 Distinguished Service Award