Certifications & Education
- B.A., Brown University
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Analyst® (CFA) designation
- Chartered Life Underwriter® (CLU®) designation
Affiliations & Memberships
Board Member
The Philadelphia Outward Bound School
Board Member
Delaware County Estate Planning Council
Associate Board Member
The Associate Board for The Foundation of Delaware County
Trust Committee Chair
PA Bankers Association
Previous Experience
Wealth Strategist & Vice President
PNC Bank
Wealth Planner
PNC Bank
Wealth Management Associate
PNC Bank
Loan Analyst
JP Morgan Chase
Financial Representative
Northwestern Mutual
