My goal at Winthrop Partners is to assist the team in their helping clients best understand their financial position. Straight-talk can translate even complex issues into easily digestible explanations that make conversations more productive. When a person fully understands a situation, they can make better decisions and emotionally feel less stress and more confident.

I’ve previously worked in the insurance industry and held Life, Accident & Health, as well as Property & Casualty insurance licenses. Currently, I am pursuing my Series 65 securities license while I learn the fundamentals of the wealth management business.

I am a member of the Bucks County Estate Planning Council as well as the Union League of Philadelphia.

I was born and raised in Doylestown, Pennsylvania – Outside of work I enjoy traveling, skiing, skeet shooting, and spending time with friends and family.