Since receiving my first stock from my grandparents, I have been keenly interested in investing and the financial markets. This led me to reading numerous books and articles, as well as asking experienced advisors how they invested and why they did it that way.

After graduating from CUA School of Law, I spent three years in the legal industry and saw firsthand the value of estate planning and how critical having a financial advisor was to develop a financial strategy to reach your goals. I knew this was what I wanted to do – help provide people with the confidence to live to and through retirement.

After 16 years in the financial services industry, I have seen how a customized financial strategy and education helps clients reach their goals and leave a lasting legacy for future generations. Clients with a strategy in place that they understand and believe in maintain the discipline necessary to not become reactionary when the markets go down.

Along with my branch office administrator, Julie Lainhart, we enjoy helping others set goals and gain a sense of control over their future. I enjoy teaching others about ways to save, invest and how proactive planning designed for your situation can change the trajectory of their family legacy. It all begins with a conversation, so give us a call or stop by to get started.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Portfolio Reviews
  • Domestic Partner Finances

My Personal Interests

  • Art & Theater
  • Cooking
  • Football
  • Scuba Diving
  • History and Museums

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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