I earned my undergraduate degree from Tufts University in Medford, Massachusetts, and subsequently completed my MBA at Temple University in Philadelphia, Pennsylvania, where I served as a Research Fellow in Risk and Insurance.

Shortly thereafter, I obtained my Chartered Life Underwriter (CLU) designation from The American College of Financial Studies in Bryn Mawr, Pennsylvania.

With more than 40 award-winning years of experience, I have dedicated my career to helping clients successfully plan for and navigate their retirement.

My deep understanding of the financial markets, combined with a proven record of success and unwavering commitment to client satisfaction, allows me to provide insightful, strategic, and secure financial guidance.

I take pride in building meaningful relationships with my clients—listening carefully to their needs and tailoring personalized strategies to help them achieve their long-term goals.

With my counsel, you can be confident that your financial decisions are informed, thoughtful, and designed to benefit you and your loved ones for years to come.