With 24 years of experience as a paraplanner, I have had the privilege of working with exceptional clients and colleagues. The most rewarding aspect of my role is helping clients achieve their financial goals and witnessing the positive impact of our collaborative efforts.
Growing up in a small town where everyone takes care of each other has instilled in me a strong sense of community and support. I carry these values into my work, fostering an environment of trust and collaboration with every client interaction.
I am passionate about the great outdoors, finding joy in nature's beauty and the tranquility it offers. This love for the outdoors complements my professional life, providing balance and inspiration.
I hold credentials as a Chartered Financial Consultant (ChFC) and a Retirement Income Certified Professional (RICP), with an educational background from Kutztown University. These qualifications equip me with the knowledge and skills to provide comprehensive support to our clients, ensuring their financial plans are well-structured and aligned with their aspirations.