My goal is to understand and help you achieve what matters most to you. We help our clients make confident and more informed decisions in a few key areas:
1. Prudent and thoughtful investing strategies
3. Catastrophic risk and protection plans
4. Cash flow and income plan, both now and in retirement
5. Estate and wealth transfer
Our practice offers local families and individuals several service
models:
1. Financial Planning Plus: Fiduciary financial planning services for those with specific or comprehensive planning needs who are looking for investment advice and planning across their entire financial life
2. Strategic Advice: For those looking for advice on key life goals that are focused on needs such as savings for retirement, education or a special purchase
3. Investment Guidance: For those looking for recommendations and education as needed to support their foundational goals
A portion of our practice focuses on working with pilots earning more than six figures who want a strategy that helps them feel good about their finances. From career advice to debt management to contingency planning for furlough or medical loss, I help pilots build flexibility into their retirement plans so they can focus on flying high while staying grounded financially. None of this would be possible without our branch office administrator, Katie Corey, who is an avid reader, animal lover, passionate notary and aspiring motorcyclist. Her personal touch keeps our office warm and welcoming. When you call, expect her cheerful voice and thoughtful attention. When I'm not working, you’ll find me on the beach, exploring town or at the gym. I live in Rehoboth Beach with my beautiful fiancée, Alexis, and our two cats, River and Zucchini. I’m also a member of the Georgetown Chamber of Commerce, and volunteer with Autism Delaware and the Georgetown SPCA’s Shelter Skip Day program. Life is for living, and I’m here to make a positive impact every step of the way. Whether it’s cheering you on in your successes or standing by your side during tough times, I’m excited to work with you. Let’s connect and explore how I can contribute to your journey!
