My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
- Investment Advisor Representative
- Licensed to sell Life & Health Insurance in DE, MD, PA, NJ, VA, WV
- Registered to offer securities products in DE, MD, PA, NJ, FL, VA, SC, NC
- Licensed to sell Property & Casualty Insurance
- 2012-2019 FIVE STAR Wealth Manager Award, Delaware and Pennsylvania Magazine December 2019 edition, Founded in Philadelphia*
- Current President, National Association of Insurance and Financial Advisors, DE (NAIFA-DE)
- Healthy Foods for Healthy Kids, Secretary
- Advisory Council to Delaware Insurance Commissioner Trinidad Navarro
- Member Society of Financial Services Professional (SFPS)
- University of Delaware graduate, BA
- The American College graduate
*The FIVE STAR Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.