Originally from North Jersey, I found myself in Baltimore after attending and graduating from Loyola University of Maryland with a Bachelor of Business Administration degree and concentration in Finance.
I started my career with Partnership Wealth Management in 2016. With a passion to improve the financial lives of those around me, I earned a Chartered Retirement Planning CounselorTM (CRPC™) designation from the College for Financial Planning. Utilizing this additional education enables me to better help clients with their pre- and post-retirement needs, asset management, and planning for their individual financial goals and priorities.
My attention to detail, great listening skills, and empathy are key symbols of my respect and devotion to our clients. I believe that working together as a team of professionals is the best approach to helping our clients work towards their financial planning goals.
Outside the office, I enjoy spending as much time as possible with my closest loved ones. My husband, Andrew, and I enjoy traveling and seeing the world but also enjoy our downtime at home and walking our golden retriever, Chessie. I love crafting a charcuterie board and attending my monthly book club, Pilates, and hot yoga classes.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.