I’ve always been fascinated by the financial markets, and I began learning about investing principles as a high school student. In college, I pursued the topic and learned even more about how to help others achieve their financial dreams. I earned my BBA in Financial Planning from Temple University and subsequently received my Series 65, Series 63, and Series 7 certifications.

I began my career at Vanguard. In this role, I was able to lay the groundwork for my investment acumen in the “real world,” while assisting clients from all walks of life.

In May 2021, I joined Concentus, where I currently serve as a Wealth Advisor. I started as a Client Advice Associate and enjoyed helping set our clients up for investing success while building lasting, valuable relationships along the way. Always a student of the markets and the financial industry, I earned my Certified Financial Planner and Chartered Financial Consultant certifications.

I currently live in Philadelphia, and I love to travel. I’m an avid runner and am training for my first marathon.

My Prior Experience

I started my career at Vanguard as an Onboarding Specialist.

My Certifications/Licenses

• Certified Financial Planner^™ (CFP^®)
• Chartered Financial Consultant® (ChFC®)

Family

Born and raised in Springfield, PA. Currently resides in Philadelphia

Favorite Quotes

“The biggest risk of all is not taking one.” – Mellody Hobson

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett