About My Practice
In my practice, I focus on building long-term relationships with individuals, families, and businesses, working to help them manage and grow their assets, achieve their financial independence and protect their economic security. I genuinely care for my clients, and that drives my commitment to educating them, helping them identify and address their financial planning issues, implementing and servicing their financial plans and continually monitoring their progress. I help people align their financial lives with their personal values.
I bring over 18 years of experience in the financial services industry to my relationships with my clients. I am a graduate of Washington University in St. Louis with a Bachelor of Science in Business Administration and a minor in Psychology. I have earned Certificates in Financial Planning from New York University and Kaplan University and taught other financial professionals as a Retirement & Employee Benefits Planning instructor at Bryant University in their Financial Planning Certificate program. I continue to study all areas of financial planning and the financial planning process.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Life insurance: FL, MA, RI, TX, Health/disability insurance: FL, MA, RI, TX, Fixed annuities: FL, MA, RI, TX, Variable annuities: FL, MA, RI, TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Certified Retirement Counselor® (CRC®)
- Other - CLU®, CASL®, CSA, CLTC, LTCP, CFS, RFC, AFC, CMFC, AAMS
Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Supervisory Office: 218 Glenside Avenue, Wyncote, PA 19095, (215) 887-8111.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.