As a Wealth Management Advisor at Legacy Planning, I bring five years of financial services experience and a passion for delivering thoughtful, personalized strategies to individuals and business owners alike. I focus on financial planning through a team-driven, planning-focused approach that strives to simplify complexity and empower clients to make well-informed decisions.
By leveraging web-based financial technology, I help clients stay organized, connected, and in control. From daily account visibility to intuitive planning tools, clients have the opportunity to benefit from an integrated system that strives to bring clarity and structure to their financial lives.
My strengths lie in my ability to think critically—whether assessing current financial realities or exploring forward-looking strategies. My organizational mindset and proactive, can-do attitude help clients navigate their unique goals with confidence and clarity.
A strong advocate for financial education, I extend my passion for personal finance beyond client meetings, creating and contributing to content through podcasts and YouTube to help more individuals access quality financial guidance.
I currently live in Allentown and am an active member in my parish and gym community. I spend a lot of my free time learning new material about optimal exercise and proper nutrition. I really enjoy traveling and love to plan trips to various locations, whether in the U.S. or abroad.
I earned my Bachelor of Science degree in Finance and Accounting from DeSales University. I hold the Certified Financial Planner® professional designation.
