PROFESSIONAL PROFILE

Do you know how much money you need to retire comfortably and remain comfortably retired?

That is one of the main questions that I have helped my clients figure out since I joined Merrill Lynch in 2008. As a Chartered Retirement Planning Counselor (CRPC™) and Financial Advisor, I am qualified to help clients identify their retirement goals, prioritize them, and develop financial solutions to make them a reality.

My goal is for you to feel secure in the years ahead. After getting my MBA from The Johns Hopkins University and embarking on a successful career as a Project Manager in the technology industry, I decided to pursue the opportunity to help people realize their financial dreams. To do so, I use my sharp analytical and financial management skills, honed in often volatile and changing market environments.

My business background and personal style have led to a natural transition to the financial world. Here, I pair my firm's access to global investment specialists with my ability to target and achieve the goals of each client. The result is a personalized, focused, wealth management strategy for every client.

Raised in Baltimore, I now live in Rehoboth Beach, DE. I enjoy serving my community as a member of the CAMP Rehoboth Founder's Circle, Habitat for Humanity, Sussex County Cyclists, and the Rehoboth Beach Film Society.