In the spring of 2015, I was at the University of Pittsburgh, frantically studying in the final hours before my first Introduction to Finance exam. A call comes through, and it was Bill Sheehy on the other line. He was calling to invite me to interview for an intern position with his boutique wealth management firm outside of Princeton New Jersey. I was so excited that I failed my exam an hour later. Ironic.
For two summers, I found myself in an office crunching excel document reports for half the week, while vacuuming sawdust and lugging 2x4s for the rest of the week in a construction job. I was thankful for air conditioning but could have gone without having to wear a stuffy suit.
After graduating college in 2018, and ultimately passing Introduction to Finance a second time (I just wanted to make sure I REALLY understood the material) I was hired full time at Sheehy & Molinelli.
Subsequently, I was selected for a newly minted junior advisor program that was only available to select firms at LPL Financial that met stringent criteria. Along with 20 other advisors, I flown all over the country, receiving training from top industry professionals, and absorbing information about the financial world at a rapid pace. I observed firsthand how successful firms from all over the country were operating.
In the first week, we were flown to LPL headquarters in La Jolla, California. I had gotten to the hotel and wasn’t able to check in yet, so I walked to a local Whole Foods. As I went to check out, my debit card got declined for insufficient funds. I like to recall this as a remembrance that when I started, I had $0 dollars to my name, and I am excited to see where my career has, and will, take me.
After completing my training with LPL Financial I was thrown into a crash course of learning the intricate details of the over 200 family clients we are managing. In addition, I had to inculcate a deep understanding of the retirement plan industry. I shortly became responsible for managing all of our 401(k) corporate retirement plans and servicing over a thousand participants.
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The more time I spend immersing myself in the lives of our clients, the more fulfilled I feel in this line of work. Our team, or financial planners in general, are a lot of times the most important professional relationship someone has in their life. We do not take this lightly, and Bill and John have done an incredible job of teaching me how to do our job the right way.
As it stands today, I am a Chartered Retirement Plan Specialist, a Chartered Retirement Plan Councilor, and I am two exams away from becoming a Certified Financial Planner.
The CRPS® program addresses topics such as the types and characteristics of retirement plans, IRAs, SEP, SIMPLE, 401(k), and defined benefit plans. It also includes coursework that covers non-profit and government plans, qualified and IRA distributions, plan design, installation, and administration, and fiduciary issues.
By contrast, the CRPC® designation is the industry benchmark for individual retirement planning. The CRPC® program guides candidates through specialized tax and estate objectives and strategies for a retiree and presents the financial and emotional aspects of financial planning that are unique to the retirement process for individuals.
I am excited for the future of our firm as I work to keep us at the forefront of the latest technologies and industry trends (the most significant advantage for us young blood).
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Outside of work, I am a fitness enthusiast, who balances weight lifting, basketball leagues, golf, endurance cycling, and running half marathons in support of the Boys & Girls Club (Community Impact). I have been a jazz drummer since he was 12, and I appreciate the balance the music world has brought to my life.I currently own a home in Lambertville, NJ, and love the community, serving on the Board for a local non-profit, Fisherman's Mark.
CRPS® conferred by College for Financial Planning.
CRPC® conferred by College for Financial Planning.