Contact

Certifications & Education

  • M.T., Villanova University
  • B.B.A., Temple University
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations & Memberships

  • Board Member

    Montgomery County Estate Planning Council

  • Member

    Philadelphia Estate Planning Council

  • Member

    Financial Planning Association of Philadelphia

  • Member

    Young Professionals Council – The Chamber of Commerce for Greater Philadelphia

  • Member

    Alliance of Merger & Acquisition Advisors®, Philadelphia

  • Member

    Exit Planning Exchange, Philadelphia

Previous Experience

  • Associate

    Goldman Sachs Financial Management

  • Analyst & Relationship Manager

    United Capital Financial Advisers

  • United Capital Financial Advisers

    MassMutual