I serve the needs of high-net-worth, affluent and institutional clients, and nonprofits worldwide.

Prior to joining RBC Wealth Management in 2016, I worked as a financial advisor/broker for Morgan Stanley from 2004–2007 and 2011–2016, serving as vice president of global wealth management at Merrill Lynch from 2007–2011, before returning to Morgan Stanley in 2011. I am a CERTIFIED FINANCIAL PLANNER™ professional, have passed the Series 7, 31 and 66 securities exams, and hold life, accident and health insurance licenses. From 2007–2009, I served as an adjunct professor for Delaware State University, teaching courses on advanced finance and retirement planning. I graduated from Delaware Valley University in 2001 with a Bachelor of Science degree in finance and received my MBA from DeSales University in 2004. Currently, I serve on the board of directors as treasurer for the Pennsylvania Adult & Teen Challenge.