Our Team

I am a financial advisor with a passion for helping individuals and businesses make the most of their financial futures. With 12 years of experience at a global, industry-leading retail company known for its innovation and strong community culture, I honed my skills as a manager, trainer, and financial literacy expert. During my tenure, I led teams that achieved the highest year-over-year sales growth and was recognized as the manager with the highest employee satisfaction scores for three consecutive years, with callouts around my transparency, integrity, and drive. This invaluable experience has equipped me to guide clients through the complexities of personal finance and retirement planning.

I specialize in assisting companies with 401(k) plans, providing tailored retirement planning solutions, and working with individuals navigating pivotal financial decisions. Whether you’re planning for the future, investing for growth, or simply trying to figure out what to do with your money, I’m here to help you build a clear and confident path forward.

A proud Penn State University graduate, I bring both academic knowledge and real-world expertise to every client interaction. When I’m not advising clients, you can find me playing pickleball, hitting the golf course, or diving into a good book. My approach to financial advising is rooted in trust, education, and a genuine commitment to helping you achieve your goals."