Contact

Certifications & Education

  • B.A., East Stroudsburg University
  • Certified Trust & Financial Advisor Certification (CTFA)
  • M.B.A., Specialization in Strategic Management
  • Villanova University

Affiliations & Memberships

  • Member

    Philadelphia Estate Planning Council

Previous Experience

  • Senior Trust Administrator

    The Haverford Trust Company

  • Senior Fiduciary Administrator, Assistant Vice President Abbot Downing

    Wells Fargo Wealth Management

  • Senior Fiduciary Administrator, Assistant Vice President

    Wells Fargo Wealth Management

  • Fiduciary Administrator, Officer

    Wells Fargo Wealth Management

  • Personal Banker II / Licensed Brokerage Associate

    Wells Fargo Bank