Throughout my four years as a collegiate soccer player, I learned many instrumental lessons that have influenced me both personally and professionally. Athletic careers – like life – bring many highs and lows, and I quickly learned that my job was to “control the controllables” and do everything I could to position myself for success.
After graduating from Messiah University in 2005 with a degree in Business administration and International Finance, I spent a year working at a law firm before realizing that I wanted to pivot to pursue a career in finance. I worked for a large commercial bank where I ran auctions for auction rates securities, which exposed me to the intricacies of financial markets as well as regular client engagement. Eventually, I transitioned into a role at John Hancock, which allowed me to merge my analytical skills with my desire to build meaningful relationships and make a tangible impact.
In 2010, I joined Covenant as a Wealth Advisor and am an Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®) and a Chartered Retirement Plans Specialist (CRPS®). I also hold my 7, 63, and 65 licenses with LPL Financial and have professional expertise in creating Qualified Plans for small businesses. My experience and understanding of the nuances of the industry allows me to provide creative strategies that are compliant and cost effective.
My role as a Wealth Advisor extends far beyond simply managing money; it is about understanding the deeply personal and emotional implications of financial decision-making to provide framework to set clients up for success. No matter what life may bring, it is a privilege to help clients “control the controllables” and be prepared to face the financial implications of successes and challenges alike. I strive to build enduring relationships with clients based upon trust and transparency to ensure their financial strategies are not only effective but reflect their personal goals and values.
Covenant is built upon a foundation of faith and is distinguished by our unwavering commitment to principles of excellence and stewardship. In a field often driven by quotas or product sales, it is a privilege to work with a team that truly puts our clients first and prioritizes building authentic relationships.
Beyond work, my greatest joy comes from spending time with my wife, Jenna and our three daughters, Avery, Ellie, and Georgia. Whether we are cheering them on at sports events or hanging out at the beach in Ocean City, NJ, we love to be together as often as possible! I like to stay active and regularly train for and compete in triathlons or half Iron Man races. I also enjoy skiing – especially out West – surfing, and playing golf.
Disclosure:
CRPS conferred by College for Financial Planning