Helping others achieve their financial goals is at the heart of my work. I take pride in overseeing the implementation phase of the financial planning process, ensuring each step is executed with precision and care. Another key part of my role is to ensure that all staff members are up to date on current compliance standards through broker-dealer and FINRA guidelines.
What excites me the most is the opportunity to approach the business from all angles, from planning, to implementation, to monitoring and reviewing, and to servicing. With financial markets constantly evolving, there are always new strategies to explore. Witnessing the plans our team designs and implements come to fruition and seeing the positive impact on our clients’ lives keeps me motivated and inspired.
I graduated from DeSales University in 2023 where I received my Bachelor of Finance and Bachelor of Economics, providing a strong foundation in both personal financial planning and economic analysis. Additionally, I completed the Certified Financial Planner® (CFP) Board Registered program at DeSales University, and I am actively working towards completing the remaining requirements to hold this certification. Currently residing in Bethlehem, PA, I enjoy hiking, traveling, cooking, and spending time with friends and family.