I've been in the financial industry for five years, and my work focuses on managing client relationships and portfolios while preparing and maintaining comprehensive financial plans. Personal finance creates stress and confusion for most people, even those who have accumulated significant wealth. My goal is to educate clients and help remove that anxiety by providing clarity on what they should actually do with their money.
Before joining Foresight Financial Partners, I worked at an RIA in Philadelphia. I graduated from Virginia Tech and have found that helping clients navigate their financial lives is both meaningful and rewarding.
I live in Eatontown, New Jersey. When I'm not working, I enjoy golfing, skiing, and spending time at the beach.
Credentials:
- Certified Financial Planner® (CFP®), May 2021
- Series 7
- Series 66