As a Financial Planner at Meridian Wealth Partners, I am deeply committed to helping clients achieve their financial aspirations through thoughtful planning and smart investing. My role involves preparing financial plans for clients and prospects, supporting wealth advisors, and assisting in the implementation process. I also take pride in creating performance reports, financial plans, and client-related meeting materials.
With an MBA from Saint Joseph's University, I am driven by the opportunity to make a tangible difference in clients' lives. Meeting people from diverse backgrounds is a highlight of my work, and I value the connections I make. Honesty and transparency are at the core of what I offer to clients, aligning with the values of our entire firm.
Originally from Roxbury, NJ, I now reside in Conshohocken. My parents instilled in me the importance of hard work, which has always motivated me to be my best. My younger brothers, Ryan and Nathan, who were diagnosed with Type 1 Diabetes as children, inspire me with their resilience and dedication to helping others understand their disease. My family and I are actively involved with the JDRF, supporting the fight against Type 1 Diabetes. In my free time, I enjoy coaching youth lacrosse, having played Division 1 lacrosse in college. Golfing in the summer and snowboarding in the winter are some of my favorite pastimes.