After serving 10 years as a trooper and Financial Crimes investigator for the Delaware State Police department, I was ready to serve and support the community through financial education.
Growing up, my family never talked about money. While my grandfather was a self-made millionaire, his failure to plan a head, led to his wealth not being properly transferred to the next generations of our family. Following his death at the age of 96 in a nursing home, I found a deeper passion for wanting to educate families of all sizes on how to protect their legacy, using a holistic approach to wealth management.
Providing clients with clarity, confidence and structure gives them the ability to secure anything that may fall through the cracks, preventing what happened to my grandfather.