As an Associate Financial Planner at Meridian Wealth Partners, my primary responsibilities involve supporting our advisors by preparing meeting materials for clients and conducting analysis for any financial questions or concerns they may have. I also handle monthly and quarterly reporting for our firm, including AUM, cash flow reports, and client statements. My previous experience at SEI has equipped me with the skills necessary to excel in this role.
I hold a Bachelor's Degree in Economics from Ursinus College and am deeply motivated by helping clients achieve their financial goals and prepare for retirement. One of the aspects I enjoy most about my job is working with a fantastic team and witnessing how our efforts add value, helping clients save money and plan for the future.
I believe we provide great value by offering clients a road map to retirement, along with solutions to help them save both now and in the future. Originally from Flourtown, PA, I now reside in the Fairmount region of Philadelphia. In my free time, I enjoy playing golf and, as a former college football player, I am an avid football fan.