I will work with you one-on-one to create a personalized "roadmap", or financial plan, to help you better understand your current financial situation. I will then guide, encourage and work with you to help maximize your financial resources to better ensure the probability of achieving your financial goals and priorities.
I'll keep us on track with the help of web-based technologies such as GoToMeeting, Redtail, Calendly, and eMoney which can make the process of meeting and interacting convenient, efficient and personal. We will utilize these tools whenever possible as they foster effective communication, accountability, and provide greater flexibility with regards to how we interact. Lastly, I can assure you that I will never be so technology focused that you feel like there is no personal connection or ability to meet face-to-face.
I joined Lincoln Investment in October 2006 and over the years I've worked in various roles including: Supervising Principal, Compliance Advisor, Annuity Specialist, and now Financial Advisor. I hold FINRA Series 7, 24, and 66 securities registrations and I am also insurance licensed. I obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2017. I graduated from Villanova University and earned a Bachelor’s Degree in Political Science and Communications and earned my MBA from St. Joseph's University in 2000.