As a Financial Planner, I believe my job is ultimately about people, not products. I’m a lifelong resident of the Douglassville area and grew up surrounded by a close-knit family, including two younger sisters and a large extended family. They are the most important part of my life, and it’s because of them that I approach my work the way I do today: placing relationships, trust, and genuine care at the center of every client interaction.

I entered the financial services industry right out of high school in 2022 with a clear purpose – to help people solve problems and make informed financial decisions. I’m an extroverted person and have found this career allows me to meet new people, learn about their unique situations, and provide guidance intended to bring greater clarity to financial decisions.

Over the course of my career, I’ve earned my life and health insurance license and passed FINRA SIE, Series 6, Series 63, and Series 65 exams. While I value my professional education, I believe the most important part of my role is understanding what matters most to the people and families I serve.

I have found that helping business owners and young professionals navigate important financial decisions as they build their careers, businesses, and futures to be particularly rewarding. I enjoy creating meaningful relationships and providing these clients with knowledge and strategies to help them pursue their goals.

Outside of work, I enjoy staying active through working out and hiking, spending time with family and friends, and cheering on the Phillies and Eagles. I’m Catholic and proud to say that my family still attends the same parish I have called home since childhood, and I deeply value that relationship with my community.