Focus: Insurance Strategies, Business Owners, LGBTQ, College Funding Strategies, Retirement Income Planning, Business Succession Planning, Estate Planning
Languages: English, Spanish
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
University of Delaware Bachelor of Science Accounting (1989)
Endicott College Master of Education (2007)
Affiliations & Memberships
Treasurer Board of Trustees Riverside School
100 Eastshore Drive Suite 300
Glen Allen, VA 23059