A certified financial advisor and investment manager dedicated to helping individuals and families navigate the journey of wealth with confidence, clarity, and purpose. Whether you’re planning for retirement, growing a portfolio, protecting your family’s future, or preparing to pass on a legacy, my mission is simple: to serve as your trusted guide — not just in managing money, but in achieving what matters most.
About Me
I am a fiduciary financial advisor and investment manager dedicated to delivering personalized, evidence-based financial planning and portfolio management. With over 6 years of experience and credentials including [CFP®, CFA, or relevant designation], I specialize in helping clients achieve long-term financial security through disciplined, tax-aware strategies.
My practice is built on integrity, transparency, and a client-first philosophy. I serve as a strategic partner to individuals and families navigating retirement planning, wealth accumulation, tax efficiency, and legacy preservation. Every recommendation is tailored to your goals, risk tolerance, and life circumstances, never driven by commissions or product incentives.
As a fiduciary, I am legally obligated to act in your best interest at all times. I believe strong financial outcomes begin with clear communication, comprehensive planning, and a long-term perspective.
Services
I design and manage personalized investment portfolios based on your risk tolerance, timeline, and objectives. Using diversified, low-cost strategies, I focus on long-term growth while minimizing emotional decisions. Regular monitoring and rebalancing keep your portfolio aligned with your plan — all under a fiduciary duty to act in your best interest.
Gain clarity and confidence with a complete financial plan tailored to your life and goals. We’ll assess your income, savings, spending, investments, insurance, and future needs to create a clear, actionable roadmap. This foundation evolves with you, ensuring every decision supports your priorities and brings lasting peace of mind.
Prepare for a retirement that’s secure, sustainable, and fulfilling. I help you project income needs, optimize Social Security, manage healthcare costs, and develop a tax-smart withdrawal strategy. You’ll gain confidence knowing your savings are structured to last — so you can enjoy freedom, purpose, and peace of mind in your next chapter.
Navigate life’s financial decisions with confidence and clarity. As your fiduciary advisor, I provide ongoing guidance through market shifts, career changes, or personal milestones. I help you stay focused, avoid emotional choices, and remain aligned with your long-term goals — because lasting success includes emotional resilience and trust.
Ensure your wealth reflects your values and protects your loved ones. I work with your legal and tax advisors to organize beneficiaries, trusts, and gifting plans. The goal? Minimize taxes, avoid confusion, and create a meaningful legacy that supports your family and causes you care about for generations.
Ensure your wealth reflects your values and protects your loved ones. I work with your legal and tax advisors to organize beneficiaries, trusts, and gifting plans. The goal? Minimize taxes, avoid confusion, and create a meaningful legacy that supports your family and causes you care about for generations.
Professional Background
Graduated magna cum laude
Coursework included investment analysis, corporate finance, and economics.
Completed comprehensive curriculum in financial planning, taxes, estate planning, and retirement strategies.
Earned CFP® certification in 2014.
Studied advanced topics in ethics, portfolio management, and financial reporting.
Demonstrates continued commitment to investment knowledge and professional development.
DRESHER, PA
GREENWOOD VILLAGE, CO
VIRGINIA BEACH, VA
VIRGINIA BEACH, VA
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