As a Financial Planner at Meridian Wealth Partners, I’m passionate about helping our community members use financial tools to build the life they love. My role involves creating personalized financial plans, supporting our Wealth Advisors in serving clients and implementing plan updates to keep strategies on track.
Before joining Meridian, I gained experience through Fortune 500 audits and private equity fund administration, which sharpened my technical expertise. As a Certified Public Accountant (CPA), I specialize in translating complex financial concepts into clear, actionable guidance. Growing up in a family supported by a small business taught me firsthand the value of understanding your financial position, especially when your talents lie outside the realm of finance.
A Greater Philadelphia native, I now reside in Conshohocken with my Greyhound, Dash. I am a lifelong equestrian that remains active in the sport, spending my free time at the barn, at competitions, or out on trails in bucolic Chester County. I enjoy global travel as an opportunity to experience new cultures and perspectives that enhance both my personal and professional life.