Short Description Some of my favorite conversations have occurred around the dinner table. Growing up, we talked about our good days and bad, shared our ideas and visions for the future; we made a lot of big decisions and came to solutions to complex problems. While my table has evolved over the years, my approach to communication has remained the same: come, sit down, let's talk.
My approach to financial advisement mirrors my family's dinner table. As your financial advisor, I want to know what keeps you up at night and what gets you out of bed in the morning. Using an established process, I will gain an understanding of where you are right now and where you are headed. Together, we will create a strategy that is tailored to your unique goals and objectives. Once your strategy is set in motion, we will closely monitor its progress and make modifications where necessary, all while celebrating your wins along the way.
I am a proud alumnus of Canisius University and Salisbury University earning a Bachelor of Science and a Master of Business Administration respectively. Growing up on the Eastern Shore I was immersed in my family's business, and I enjoy leveraging my experiences to personal finances for families and small business owners.
Supporting the future of families and businesses in the community does not stop with my role at Edward Jones. I am a proud Board Member and volunteer for Junior Achievement of the Eastern Shore, Salisbury Area Chamber of Commerce and the United Way of the Lower Eastern Shore as well as a volunteer coach for Beach Lacrosse Club.
Berlin MD Chamber of Commerce
