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Thoughtful, fiduciary guidance for individuals and families in Middletown, Delaware

Hi Neighbors,

I'm a CFP® professional and long-time Delaware resident who believes financial guidance should be personal, thoughtful, and easy to understand. I focus on helping local families gain clarity, confidence, and peace of mind as they plan for the future.  

While I'm based in Middletown and love serving my neighbors here, I also work with clients throughout the region — including nearby towns and across DE, MD, and PA.

Why people choose my approach:

  • Fiduciary responsibility — your interests first

  • Clear explanations without jargon

  • Local, responsive, relationship-based service

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WHAT I HELP WITH

Retirement & Income Planning

Ensure your income lasts throughout retirement with a plan built around your life, goals, and risk comfort.

Portfolio & Second-Opinion Reviews

Get an objective, fiduciary review of your current investments — even if you're already working with an advisor.

401(k) & IRA Rollovers

Simplify your old employer plans and understand the tax implications before making a move.

Life & Long-Term Care Planning

Protect the people you love and prepare for life's "what-ifs" with tailored insurance and long-term care strategies.

Legacy & Beneficiary Planning

Help ensure your assets pass smoothly and tax-efficiently to the people and causes that matter most.

BOOK A MEETING

Ready to get started?
Whether you're planning for retirement or simply need a second opinion, I'd love to help.  I offer appointments by phone, Zoom, or In-Person.

CLICK HERE to book an intro meeting.

Not ready to schedule just yet?
Feel free to explore the resources on my site or join my newsletter to stay informed.

CLIENT EXPERIENCE

What You Can Expect

  • A relaxed, pressure-free conversation

  • Transparent recommendations built around your goals

  • A long-term partner for life's financial decisions

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Schedule a Consultation

Let's get acquainted. Schedule an introductory consultation today!

Schedule a Consultation
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