Professional Story:

I am a dedicated financial planner with a passion for helping individuals and families navigate
their financial journeys. My passion for financial planning is deeply rooted in my personal
experiences. Witnessing the financial hardships my family faced after my mother was lost in a
house fire, I became determined to help others avoid similar struggles, particularly when it
comes to navigating life’s unexpected challenges. This commitment to my clients' well-being
led me to achieve the Certified Financial Planner™ (CFP®) designation in November 2024,
further strengthening my ability to serve clients with advanced knowledge and expertise.

Qualifications:

• BSBA™ in Management & Marketing, Shippensburg University/Graduated Summa
  Cum Lauda
• CFP® (Certified Financial Planner) practitioner
• BFA (Behavioral Financial Advisor) designation
• CPFA™ (Certified Plan Fiduciary Advisor) designation
• Licensed in Life & Health, Fixed Annuities
• Licensed to sell securities in PA
• Licensed to sell property and casualty products in the state of PA. Property &
  Casualty insurance is offered through a variety of quality insurance companies that
  are not affiliated with MML Investors Services, LLC.

Professional Specialties:

• Personal Financial Strategies
• Risk Management Strategies
• Retirement Planning
• Life Insurance

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Personal:

• Accomplishments: Eagle Scout, Beta Gamma Sigma Member, Serving a Four-Year term on the Shippensburg Alumni Board of Directors
• Hobbies include: Volunteer Firefighting, Watch Repairing, Reading, & Performing Improv Comedy