,CFP®
What sparked your interest in financial planning? What fuels you every day in your work?
Initially talking to my dad about the world of finance and how important planning for your future is early on sparked my interest in financial planning. Being able to help clients reach their goals fuels my everyday work.
How do you feel you help to create impact for clients?
Being able to take their current situation and help them make decisions for their future. Being able to create different scenarios so they can see potential outcomes to make big life decisions is how I feel I create impact for clients.
When you retire you’re going to…?
Eventually make it to Australia and maybe complete the 6 super half marathons.
Where did you grow up? Where do you live now?
I grew up in West Chester, PA which is where I currently live now.
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If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
