Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances
  • Tax Planning Strategies
  • Cash Flow Management Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S.B.A. in Finance and Accounting, Youngstown State University

Interests

  • While my absolute favorite thing to do is vacation (especially to a beach), I also enjoy relaxing at home with my cat, Peeka.
  • I enjoy cooking new dishes, exercising, and spending time with family and friends. Most recently, I have developed a hobby of completing paint by number kits.
  • I love continuing to learn. I recently completed a Behavioral Finance course through Duke University and have been involved with a local Toastmasters Club. Perhaps one of these days I will work on learning another language.

Professional associations

  • Organizer, State College Networking & Referral Group
  • Penn State Pingers Toastmasters Club
  • State College Young Professionals