I help my clients take the guess work out of preparing for their financial future and to see the big picture through collaborative planning.
I am a graduate of Johns Hopkins University and taught English in China as a Princeton-in-Asia Fellow. I hold the Series 7 and 66 Licenses. I am licensed as an agent for life, health, accident and long-term-care insurance.
1601 Market St, 19th Floor, Philadelphia (PA), 19103, United States