I am the owner of Prosperity Atlantic Wealth Management. I graduated from University of Baltimore and have been a Financial Representative for over 30 years. I decided to move my wealth management business to Ocean View, Delaware as it is one of the fastest growing retirement areas on the Eastern Shore. I look forward to supporting the growing community with my vast knowledge in financial planning & wealth management.
I am the Director of Administration at Prosperity- Atlantic. I will help educate new clients, ensure smooth adoption of our products and services, build and maintain client relationships, answer any questions, solve any technical issues, and effectively respond to all clients in a timely manner.