I grew up in Washington County, Maryland, and moved to Pennsylvania in 1999 when my dad became a pastor. Soccer was a major part of my life; I played competitively through national leagues, high school, and college, spending most days, nights, and weekends on the field. During my college years, I learned firsthand the importance of financial planning, especially when scholarships didn’t cover everything. Navigating student loans on top of other bills and responsibilities taught me the value of meeting financial obligations and building a strong foundation.
After my father passed away in 2008 from cancer, our family faced significant financial hardship. That experience shaped my mission: to build meaningful relationships, help others define their financial goals, and create strategies that empower them to live out their plans, all while avoiding unnecessary financial stress
Professional Specialties:
Comprehensive Financial Planning - Thoughtfully designed to help you pursue your most important life goals with confidence and clarity.
Wealth Management & Preservation - Strategies to navigate market changes and stay aligned with your long-term financial objectives.
Retirement Income Planning - Customized approaches to help you work toward financial independence and a secure retirement.
Estate Planning - Guidance to ensure a smooth and intentional transfer of wealth across generations.
Insurance Solutions - Including Life, Disability Income, and Long-Term Care coverage to protect what matters most.
Qualifications:
B.A. Business Management – Eastern University, 2006
Investment Adviser Representative – LPL Financial
Registered Representative – LPL Financial
FINRA Series 6* Registration, Investment Company Products/Variable Contracts, 2023
FINRA Series 63* Registration, 2023
FINRA Series 7* Registration, General Securities, 2024
FINRA Series 66* Registration, 2025
Pennsylvania Life and Health License, 2023
*Securities registrations held with LPL Financial.