Insurance Strategies, Business Owners, Retirement Income Planning, Investment Strategies (Reg. Reps Only), Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Financial Planning ®
English
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
Bachelor of Business Administration @ Wesley College - Summa Cum Laude
Master of Business Administration @ Wesley College - Magna Cum Laude
I have a passion for adventure and a deep love of the outdoors
Walking/Hiking
Reading
Red Wine
Spending time with friends &
family
Business Networking International Member - Past President &
Membership Committee Member
New Castle County Chamber of Commerce member
Delaware Small Business Chamber member
SCORE Delaware Chapter - Past Chairman/President, Community Engagement, Certified Mentor
Delaware Senior Resource Network - Former Chairperson, current member
Board member of my Civic Association