About Me
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 1997.
Education
Pennsylvania State U - Business (Bachelor of Science)
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Education Planning & Funding
Life Insurance Strategies
Disability Planning
Long-Term Care Planning
Estate Planning
Planning for Special Needs
Board Member Non-Profit Secretary, EBOD
The EBOD Foundation is a 501(c)(3) Charitable Organization - Board Member
Supporting research for a cure for Dementia/ Alzheimer's as well as helping Philadelphia-area veterans and young people have the opportunity to fulfill their potential, regardless of their circumstances.
Philadelphia Country Club Member
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
