We take the time to learn about you.

Welcome guests!

I am a local financial advisor in Wilmington, Delaware. I offer traditional brokerage, wealth management planning and fee-based asset management to clients across Delmarva. Learn more about me and my practice.

Please follow the links on the left to see our latest seminars, newsletters and research. I accompany my clients as their guide through financially challenging and rewarding times in their lives. Please call me today to review your wealth management plan and to organize your records. 

Latest Insights

Road curves ahead sign

How tariff policy unpredictability is rippling through U.S. Treasury bonds

May 15, 2025 | Atul Bhatia, CFA

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Read more
Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

May 14, 2025 | RBC Wealth Management

Securing the long-term future of a loved one with a disability or medical condition requires expert guidance and personalized planning.

Read more

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Contact me

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

Bulletin Board

Social Media

View my social profiles on

Celebrating moms and their unconditional love and dedication on this Mother’s Day!

Feeling overwhelmed? Take a minute for this simple breathing exercise inhale for 4 counts, hold for 4, exhale for 8. Repeat. Deep breaths can calm your mind and body. #MentalHealthAwarenessMonth #SelfCare

Have you heard? Spending time with pets can reduce stress and anxiety! This month, cuddle your furry friend for a natural mood boost. #MentalHealthAwarenessMonth #SelfCare

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields