I joined Edward Jones in 1996 as a branch office administrator, became a financial advisor in 2001, and became a limited partner in 2015. To better serve my clients, I earned the AAMS® and CFP® certifications, which required me to pass a series of rigorous exams and agree to comply with the highest standards of ethics and professional responsibility. Originally from Brooklyn, NY, I graduated from Brooklyn College in 1974, moved to Maryland in 1989 and currently live in Edgewater with my dog, cats and birds.

I take the time to get to know my clients on a personal level and provide clear explanations, so they can feel in control, understood and informed. Using an established process, I partner with my clients to create individualized strategies using a variety of appropriate investment vehicles designed to help them reach their personalized goals. Once the strategies are implemented, I maintain regular contact with my clients to keep them on track.

When collaborating with CPAs, attorneys and other trusted professionals, I always maintain utmost confidentiality.

I am proud to serve a wide variety of clients, whose goals range from saving for education expenses to planning and living a successful retirement. I frequently work with multi-generational families to develop strategies of wealth transfer and legacy protection. Many of my clients are also small business owners with whom I use business succession and asset growth.

Outside of my role with Edward Jones, I currently serve as a member of the Greater Severna Park and Arnold Chamber of Commerce and formerly served as Assistant Director of the Annapolis Harley Owners Group. I also served on the Family and Children's Services Advisory Board. In my free time, I enjoy tai chi and motorcycling.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Tai Chi
  • Health & Nutrition
  • Motorcycles
  • Gardening
  • Pets

Office Information

Office Address

550-D Ritchie Highway Severna Park, MD 21146

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed
Request an Appointment

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