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 Senior 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

The CFP® certification is issued by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). To earn the certification, a candidate must satisfy CFP Board’s four requirements: education, examination, experience, and ethics. This includes completing CFP Board-approved coursework through a Registered Program (or holding a qualifying credential) and holding a bachelor’s degree (or higher) in any discipline from an accredited college or university; passing the CFP® examination; and completing the experience requirement of 6,000 hours of professional experience related to the financial planning process, or 4,000 hours under the Apprenticeship Pathway. Candidates must also meet CFP Board’s ethics and fitness standards and agree to adhere to the CFP Board Code of Ethics and Standards of Conduct. To maintain the certification, a CFP® professional must currently complete 30 hours of continuing education every two-year reporting period, including 2 hours of CFP Board-approved Ethics CE. More information can be found at www.cfp.net.

The ChFC® designation is issued by The American College of Financial Services. To earn the designation, a candidate must complete the required college-level courses (currently nine courses), meet the experience requirement of three years of full-time relevant business experience within the five years preceding the award, satisfy the ethics standards, and agree to comply with The American College Code of Ethics and Procedures. The program does not include a single cumulative final examination; instead, each course includes its own assessments and a final course examination. Completing the ChFC® program also satisfies the education requirement to sit for the CFP® examination. To maintain the designation, ChFC® holders who are client-facing must complete 30 hours of continuing education every two years (including 1 hour of ethics) under The American College’s Professional Recertification Program and pay the recertification fee.