I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price.
I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics.
I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.
Education & Certification
Undergraduate Degree: Lebanon Valley College - Bachelor of Science, Business Administration and Management
Graduate Degree: Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Enjoy spending time with family, my dog Brooks, and watching sports. Also, love traveling and enjoying the outdoors. I have a passion for financial planning and personal finance. Fun facts: I studied abroad in Netherlands and played soccer in Spain with my college soccer team.
A Level Prep
A Level Business
CLEP Introduction to Business Law
CLEP Principles of Macroeconomics
CLEP Principles of Management
CLEP Principles of Microeconomics
High School Business
High School Economics
Series 7 - General Securities Representative Exam (Stockbroker)