Helping families navigate their complex problems with simple solutions is at the core of my practice. I thrive on asking tough questions and pushing clients to embrace change, all while providing the education needed to realize their potential. The excitement my clients express when they see the results of our collaboration inspires me to continually seek new opportunities to serve.
My journey into the financial industry was inspired by my family. Watching my father grow our practice to support our family and achieve his goals instilled in me a deep appreciation for financial planning. Coming from a household of union laborers, his leap into this field encourages me to strive beyond the familiar. His experience and network demonstrated how financial planning can be pivotal for families in achieving their goals.
On the other hand, my mother's entrepreneurial background showed me the challenges of business succession. Many family businesses in our history weren't passed down, leading to familial strife. This understanding fuels my passion for coordinating business transitions, ensuring my clients meet me at the conference table prepared for success.
After forming a clear mission on who and how I will serve, I joined Stellar Advisors. My previous experience at Creative Financial Group has equipped me with unique abilities centered around education and empowerment. Building multigenerational relationships is a key part of my approach, helping families secure their financial futures.
Beyond my professional endeavors, I am actively involved in various organizations to add value to my local community. My affiliations include The Resource Group, Agribusiness Succession Advisors, and the Charter HS for the Performing Arts Foundation Board, among others. I am also a member of the International Exit Planners Association and the Pennsylvania Farm Bureau.
In my free time, I enjoy skiing, golfing, hiking, paddlesports, traveling, and camping. I am an outdoorsman at heart, with a passion for cooking, spending time with family and friends, and appreciating and collecting artwork.
As a Certified Business Exit Consultant and Certified Farm Succession Coordinator, I hold an undergraduate degree in Finance and Consulting from Temple University. My credentials also include Series 7 and 66 licenses, as well as Variable Life and Annuity certifications.