Bringing Confidence to your Investment Planning

At Little Financial Services Group, my mission is to help each, and every client achieve their unique financial goals. As a Financial Advisor with over 25 years of experience, I am dedicated to helping my clients develop and implement strategies for building and preserving wealth. I believe my experience throughout numerous market cycles enables me to help my clients build portfolios designed to navigate the ever-changing markets. 

I hold a bachelor’s degree in business and finance from Mount Saint Mary’s University. With an emphasis on continuing education, and to help better serve my clients, I have earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the Certified Financial Planner Board of Standards, Inc. and the Chartered Financial Analyst designation from the CFA Institute. For these designations, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

At Little Financial Services Group, I am committed to providing comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity.