I joined Partnership Wealth Management as an intern during the summer of 2016. Exploring the different realms of finance, I found wealth management one of the most interesting and important areas. Over the course of my year internship, I learned various skills for analyzing financial trends, studying risk analysis, and constructing Financial Plans for clients. I was able to experience the operations of working under a Broker Dealer and as well as an RIA (Registered Investment Advisor).
Once I started my career, I decided that I wanted to primarily focus on the financial planning aspect and helping clients achieve their goals. With a passion to improve the financial lives of those around me, I specialize in providing effective and relatable advice to Baltimore’s hardest working young professionals. I am committed to building and maintaining long term relationships built on trust, quality, and personalized customer service. I believe that a client will benefit the most and achieve the highest quality of life by working as a team, together, and with their other professional advisors.
I currently hold my Series 65 brokerage and Maryland Life & Health Insurance licenses.
Prior to joining Partnership Wealth Management, I was a public relations intern at Success Communications Group, where I helped manage social media, generate brand awareness, and writing news releases.
I am a graduate of Loyola University of Maryland with a Bachelor of Business Administration and concentration in Finance. While at college, I was an active member in Loyola’s Relay for Life committee and a Best Buddies participant. I expanded my classroom borders to Europe when I studied for a semester in Cork, Ireland and traveled throughout Europe experiencing the various cultures.
I am currently involved in helping with Paws for a Cause, an animal welfare organization started by Woody Derricks. I have also recently become involved with Invest in Girls, an organization that focuses on providing workshops to young girls about personal finances and introducing them to opportunities within the industry itself.
I grew up in Northern New Jersey and spent my summers along the Jersey Shore. Growing up steps away from the beach has taught me to enjoy everything about the ocean and marine life. During the winter months in Baltimore, I actively play in kickball and dodgeball social leagues. I enjoy having an active lifestyle that includes hot yoga and traveling to new places but also enjoy nights at home watching HGTV.