Financial Services Representative
BA, Widener University; MS, Taxation and Financial Planning, Widener University
YEAR STARTED at PMA
2017 (college intern, 2016)
SPECIAL EXPERTISE/ FOCUS AREAS
Certified Financial Planner™ with a focus on investment management, retirement planning, tax management, and cash flow planning
Member of the Financial Planning Association® | former head coach for Holy Cross CYO Track and Field, Springfield, Pa.
I am passionate about running and staying active, spending time at the beach, golfing, Philadelphia sports, reading, and attending mass on Sundays.