With over 19 years of experience in financial planning and investment management, I guide families and individuals to help them focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning, i.e. "Wealth Management".
Without an experienced "guide", financial planning topics can be complex, abstract, and confusing. I aim to make it simple for the client and to always be prepared to back-up my advice with the numbers.
Investment management takes time, knowledge, diligence, on-going oversight and an experienced, knowledgeable team. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals and objectives.
BS Economics - Economics
Pennsylvania State University
06/01/2001 -06/01/2005
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