Since 2008, I’ve built my career in the financial sector with the goal of developing a comprehensive perspective on every client’s unique situation. My experience spans accounting, contract negotiations, financial statement analysis, trade processing, and project leadership. This breadth of experience has allowed me to serve clients and to understand their life’s circumstances through a lens meticulously honed by perspective, patience, and honesty.
Today, I focus on conducting due diligence on investment strategies, meeting closely with clients, and building financial plans that model a path towards their view of financial independence. I believe thoughtful planning, disciplined execution, and clear communication are the foundation of long-term success.
I earned a B.S. in Business Management from the University of New Hampshire and an MBA with a Finance concentration and Investment Track focus from Babson College.
I live in the greater Philadelphia area and spend much of my free time with friends and family. To unwind, I enjoy music, soccer, golf, and staying active. I played soccer at the University of New Hampshire and continue to play in adult leagues.
I enjoy giving back to the community, coaching soccer to youth players at the Phoenixville Area Soccer Club and Great Valley High School. Sharing my knowledge of soccer with young players is particularly fulfilling. I’m also passionate about teaching financial literacy, especially to young people, who are beginning to understand how money and more importantly, smart money decisions, can shape their future.
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