28371 Dupont Boulevard
President and Financial Advisor
As a newly married, twenty-something, I had no clue about how to handle money. Isn’t it amazing that one of life’s most difficult challenges is hardly ever taught in school?
I made lots of bad decisions in those days until I came across a wise man who took the time to sit down with me and explain what I was missing.
Fast forward to my late 30s when a round of corporate downsizing led me to contemplate my next career move. My wife said something that changed my work life forever: “Make a career out of your passion, and you will never hate your job.” I took the leap, launched my financial planning career, and never looked back.
To date, I have helped hundreds of families transform their financial lives, first by defining what really matters to them as well as their dreams and aspirations for the future. Once we know where they want to go, we create a structured, personalize plan designed to help them get there.
A graduate of Messiah College in Grantham, Pennsylvania, I began my career in financial services in 1992 as a regional manager with Primerica Financial Services. Later, from 2008 to 2010, I operated a branch office for Edward Jones in Ocean View, Delaware. In January 2011, I became a financial advisor at BIG Investment Services, one of the largest financial advisory firms in Delaware.
Based on my commitment to personal integrity, my years of experience, and after hearing clients talk about what they need and value most, I founded Guardian Investments in 2018. Guardian exists to glorify God above all else. Our mission is to positively impact the lives of the people we serve, while remaining in the center of God’s direction and reflecting His character. We do this through financial planning that is Biblically based. We treat our clients with respect and value. Our value to our clients is providing financial planning services with integrity, moral courage, and wisdom.
In addition to partnering with my clients to reach their goals, I enjoy investing my time in our church, community and area businesses. I currently serve as secretary of the board of the Delmarva Christian Schools.
My wife Nicole is the executive director of a local non-profit. Our son Noah lives in Arkansas where he manages media for his church. From the age of 8, he and I have enjoyed waterfowl hunting together, and he’s become much better at it than I. Our daughter Reagan is a college student who serves as worship leader at our church, where she plays piano and guitar. One of my favorite family activities is sitting around the fireplace listening to her sing.
*The Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 521 Delaware area wealth managers were considered for the award; 51 (10 percent of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Growing up in a large family, I learned the importance of hard work, dedication & commitment early on. That work ethic has had a major impact on my life, and for that I will forever be grateful to my parents.
Since earning my degree in Women’s Ministries in 2009 from Baptist Bible College, now Clarks Summit University, my career has been spent helping people. At the Central Delaware Chamber of Commerce, I helped members market & grow their businesses. Training & hiring new employees and serving guests was “my pleasure” as the training director of my local Chick-fil-A. And I helped employees follow food safety and operational excellence guidelines as a specialist with Steritech.
After transitioning to financial services, I continue to serve and help people here at Guardian Investments. Our firm is like family, and I love being able to carry out my passion in an uplifting and professional environment with amazing people. In 2021, I earned the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation from the College for Financial Planning®. This program, is a financial designation program designed to teach a broad, practical knowledge of all the main aspects in personal financial planning. It has given me the knowledge and confidence to serve our clients and team with excellence.
In addition to helping our clients, I enjoy serving my local church on our worship team and my community as an alumnus of Leadership Central Delaware, Class of 2017.
A lot of my family is local, and I am blessed to be the aunt to an ever-growing number of nieces and nephews, spending time with them and watching them grow. I also enjoy visiting other family members for fun vacations in Florida and Colorado.