After accepting this role in March 2026, I joined the firm with more than 13 years of experience serving high-net-worth and ultra-high-net-worth clients through comprehensive wealth management and financial planning strategies.
Throughout my career, I have focused on helping clients navigate complex financial decisions and develop customized strategies aligned with their unique goals and aspirations. Prior to joining the firm, I held relationship management and advisory roles with Citizens, Wells Fargo, and most recently Vanguard. At Vanguard, I worked closely with ultra-high-net-worth clients on comprehensive planning and investment strategies while also helping rebuild the firm’s flagship model designed for high-net-worth investors. These experiences strengthened my ability to understand each client’s individual circumstances and create tailored solutions that deliver meaningful results.
I hold a Bachelor’s degree in Finance with a minor in Accounting from West Chester University, as well as an MBA with a Certificate in Business Analytics. I maintain Series 7, 63, and 65 licenses, along with Life and Health Insurance licenses.
What I enjoy most about my work is building relationships. I take pride in getting to know clients, understanding their goals, needs, and aspirations, and then putting the pieces of the puzzle together to help them make informed financial decisions and achieve long-term success. I believe that strong relationships, thoughtful planning, and personalized advice are the foundation of meaningful client outcomes.
Outside of my professional responsibilities, I am committed to serving my community. I have volunteered at clothing drives for those in need, supported PACS in Phoenixville, volunteered with the SPCA to support animal welfare initiatives, and served as a nonpartisan volunteer during local elections to help ensure smooth and effective voting processes.
In my personal time, I enjoy cooking, traveling, exploring new foods, hiking, home repairs and renovations, and solving puzzles. I value continuous learning, new experiences, and opportunities to challenge myself both personally and professionally.