I’ve been with Edward Jones for over seven years and enjoy working with families and individuals to help create a financial strategy geared toward their unique, long-term goals. Most of the families or individuals I enjoy working with are in/near retirement or young professionals.

Prior to Edward Jones, I served for over two years in financial planning roles. For a part of those two years, I had the opportunity to learn from Bentley University alumni in the industry, encompassing institutional investing as well as wealth management for individuals.

In 2012, I graduated summa cum laude from Bentley University with a bachelor’s degree in marketing and liberal studies with a focus in ethics and social responsibility and a minor in entrepreneurship. The following year, I graduated with distinction, earning my master’s degree in financial planning from Bentley University.

I have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

At Edward Jones, I serve in a key leader role as the culture of compliance leader. In addition, I serve as a field trainer and leader, where I get to mentor financial advisors and partner with them as they grow their practices.

On the weekend, you might catch me on Atlantic Ave in Delray Beach where I reside or visiting family in the greater Philadelphia area where I’m from originally. I enjoy yoga, golf, Pilates and travel.

I would like to learn about your life aspirations and partner together in creating a financial strategy to achieve them.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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