As an Associate Financial Planner at Meridian Wealth Partners, I assist in building customized financial plans, preparing client meeting materials, and conducting investment analysis to support individuals and families in achieving their financial goals. Additionally, my role includes performance reporting and account servicing, helping ensure a smooth and informed planning experience for every client.
I earned my Master of Science in Finance from Villanova University and received my Bachelor of Science in Accounting from Chestnut Hill College. My academic background, along with previous experience in accounting and client service, has equipped me with a strong foundation for guiding clients through complex financial decisions with clarity and care.
Originally from Bala Cynwyd, PA, I now live in Manayunk. Outside of work, I enjoy spending time with friends and family, golfing, and following baseball and football. I was a collegiate baseball player and continue to stay active by running and playing in the Delco League.