I began my career after graduating from Temple University in 2002. Over the last nine years I have learned the many facets of financial planning. Most importantly, I believe everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice.
Personalized service is essential when matching clients with the right financial products and services. As a Financial Advisor, I am dedicated to learning about your personal goals. Together, we will use those goals to build a financial plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation and will strive to highlight the financial products that best fit your needs and goals.
Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims and ensure you are moving forward according to plan.