A true gift my parents gave me was to have me pay for my college education. While majoring in Finance at Shippensburg University, I not only studied banking, lending, taxation and investing for businesses and individuals, I was living that aspect of finance that we all do: how I spent my money to meet my obligations and how I saved it for the future. Summer jobs were important to help meet the upcoming semester. I interned at Polaris Advisors and fell in love with the entire process of working with clients to seek to financially protect their families, or plan for their first house, a child’s education and their own long-term retirement or estate planning goals. I joined Polaris Advisors full time in 2017 and continue to serve clients’ needs through sound financial planning and investments.
Professional Specialties:
Comprehensive Financial Planning to help you pursue important life goals
Wealth Management and Preservation to help you manage market changes and pursue your financial objectives
Retirement Income Planning Strategies to help you work towards financial independence
Estate Planning to help transition wealth from generation to generation
Qualifications:
S.B.A. Finance – Shippensburg University, 2017
Investment Adviser Representative – LPL Financial
Registered Representative – LPL Financial
FINRA Series 7* Registration, General Securities, 2018
FINRA Series 66* Registration, 2018
Pennsylvania Life and Health License, 2018