Purpose:
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, can be 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.
Education:
As it stands today, I am a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Plan Specialist, and Chartered Retirement Plan Councilor.
A CERTIFIED FINANCIAL PLANNER™ is a financial professional who helps people and businesses with their money matters. They're trained to provide all-around financial advice, from investments and retirement planning to taxes and insurance. To become a CFP, you need to pass a tough exam and meet certain experience and education requirements. Once certified, CFPs create personalized plans to help clients reach their financial goals. They're dedicated to putting their clients first and following ethical guidelines. In a nutshell, CFPs are knowledgeable professionals who guide you in making smart financial choices.
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 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 a graduate from the University of Pittsburgh with majors in Finance and Business Information Systems, as well as a minor in Economics. During college I interned with Sheehy & Molinelli and have been full time since I graduated.
My first year with the firm I was lucky enough to participate in a Junior Advisor program through LPL financial. They flew me all over the country to meet and hear from some of the top advisors in the industry, while providing in-depth training. Most importantly, it allowed me to connect with peers from all corners of the country, and learn what their best practices are in helping their clients.
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).
Personal:
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 I 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 and Finance Committee for a local non-profit, Fisherman's Mark.
CRPS® conferred by College for Financial Planning.
CRPC® conferred by College for Financial Planning.