I have been helping clients achieve their financial goals for over 39 years. I joined RBC Wealth Management in 2008. Prior to that, I worked with Mosley, Prudential Securities, and Janney Montgomery Scott. I graduated from Temple University with a major in Accounting. My focus is on retirement planning with an emphasis on enhancing portfolio growth and income. I have passed the Series 7, 63 and 66 exams, and am licensed in life and health insurance.
I currently live in West Chester, Pennsylvania. I am an active member of the Philadelphia Securities Association. I served on the Board of a National Historic Landmark for 9 years and held the positions of Financial Secretary and Treasurer. I am also an avid golfer and skier. When not advising my clients, I can be found attending the theater and concerts. I also enjoy spending time with my grown children.
