Bachelor of Science in Business Administration, Elizabethtown College, Elizabethtown, PA
Master of Business Administration, Louisiana State University in Shreveport, Shreveport, LA
Certified Financial Planner™
Financial Industry Regulatory Authority (FINRA) Series 7, 65 and 63
I have nearly a decade in Financial Services and Wealth Management working with businesses, individuals and families to provide guidance in a variety of areas including financial planning, investments and insurance. I also work with organizations to implement retirement plans, assist with strategic planning, investment policy design and investing reserves.
I currently support offices in Philadelphia, Baltimore, Washington DC, Charlotte, Raleigh and Atlanta.