Financial Advisor
How do you help clients invest in their peace of mind?
As a financial advisor, my passion is helping clients Invest in Their Peace of MindSM by creating genuine, lasting connections. I understand that a person’s relationship with money is deeply emotional — it reflects their values, their fears, and their hopes for the future. My approach blends practical financial expertise with empathy and active listening, helping to ensure that every client feels supported both financially and personally. My goal is to help clients feel confident in their decisions and grounded in a plan that honors what matters most to them.
Why did I choose financial planning as my profession?
My path to financial planning began long before my career. Starting in middle school, I sat with my dad as he walked through our family’s finances. He showed me how thoughtful planning could create stability and opportunity. Years later, an Intro to Financial Planning course at Penn State Behrend confirmed what I already knew: this was the work I was meant to do. Helping others understand, organize, and feel empowered about their financial lives has been my passion ever since.
What types of client relationships do you find most rewarding, and why?
I enjoy working with clients who are deeply committed to their families, careers, and aspirations. When someone is excited about building a meaningful future, I’m energized by the opportunity to help them align their finances with those dreams. By helping relieve financial stress, I give clients freedom to focus on what they love.
How do you like to spend time outside of the office?
Outside of work, I spend time with family and friends, and I’m committed to expanding financial literacy in my community. I mentor young adults through 3rd Decade, a nonprofit dedicated to helping people build strong financial foundations early in life. When I’m not mentoring, you can usually find me on the golf course or preparing for an upcoming fantasy ball.
Education & Professional Credentials:
- Penn State Behrend | Bachelor’s Degrees in Accounting & Finance | Certificates in Financial Planning and Financial Controllership
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Investment Advisor Representative
- Life, Health Insurance License
Professional Experience:
- Partners Financial Group | Risk Management Case Manager (2019-2021)
- Allegheny Financial Group | Financial Planning Assistant (2021-2024)
- Allegheny Financial Group | Sr. Financial Planning Analyst (2024-2025)
Professional Activities:
- 3rd Decade | Mentor (2024-Ongoing)
- Financial Planning Association Member (2022-Ongoing) | NexGen Committee Member
- Allegheny Financial Group | Thursday Think Tank Moderator (2025-Ongoing)