Serving as First Vice President / Wealth Management with Janney Montgomery Scott LLC, I bring over 15 years of experience in financial services. My focus is on the accumulation, planning and retirement income for high net worth individuals, families, and business owners.
We provide a spectrum of advice based on your goals. From basic investment guidance to ongoing asset management, we will collaborate to assess your needs and customize an approach that works for you.
Establishing and maintaining the appropriate asset allocation is critical to a successful long-term investment strategy. Our ongoing conversations with play an important role in helping you establish a road map that will move you toward your goals. Whether you are planning a family, sending a child off to college or trying to envision your retirement future, I will work alongside our team of highly-qualified specialists, and together we can provide you with specific advice based on your situation or need.
We look at ongoing advice and asset management through a wide-angle lense. By integrating a comprehensive financial plan with a wide array of investment solutions, I can help you move toward your financial goals every step of the way.