My Story
My journey into the world of finance began in high school when I took my first financial management class. My class was taught by a former options trader on the Philadelphia Stock Exchange who, luckily for me, had 20+ years of experience in the industry for me to learn from.
Before I knew it, I found myself visiting his classroom after school to pick his brain on various investing principles that I had just started to learn. Ever since then, investing has been a passion of mine that I have continued to pursue further.
Confident in my direction, I decided to major in Financial Planning at Temple University to pursue a career in helping others achieve their financial dreams.
After graduating from Temple University in May 2020, I started my career at Vanguard as an Onboarding Specialist. In this role, I laid the groundwork for my investment acumen in the “real world” while assisting clients from all walks of life.
My career at Concentus began in May 2021, where I currently serve as Senior Associate, Client Advice, providing key support to Managing Director, Nathan Hayward. I look forward to using my passion for financial planning to help set Concentus’ clients up for investing success while building lasting, valuable relationships along the way.
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
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