Everyone has financial aspirations. We believe our clients deserve to have long term relationships based on trust with an advisory team that has their best interest in mind at all times. We provides planning, oversight and careful analysis of many aspects of their financial affairs. With more than 125 years of combined team experience in the banking, financial services and wealth management industries, our top priority is to put our clients first and help them achieve their financial goals and objectives.In order to deliver on our commitment to these principles, we have a process we adhere to diligently. First, we focus on using a professionally prepared document called the RBC Wealth Plan, to track your progress and provide continuity from one year to the next. The RBC Wealth Plan will guide us to the future you desire, but we recognize that life is fluid and circumstances change. We talk and meet with you on a regular basis to discuss life's changes and to ensure that your plan stays on track. Please visit our website to learn more. As an investment professional, I have passed the Series 7 and 66 Securities exams. I also hold my life insurance licenses.I was born and raised in New Jersey and graduated with honors from Rutgers, The State University of New Jersey, with a Bachelor of Arts degree in economics and political science. Away from work, I enjoy staying physically fit by focusing on nutrition and exercise. I live in York, Pennsylvania and love traveling with my son to see some of America’s greatest destinations including Major League Baseball stadiums.We all have important financial goals - for ourselves and the people we care about. To help you prepare for the future you envision, consider what we have to offer as your wealth management team. We welcome the opportunity to speak with you to see if there is a fit!