As a Registered Sales Assistant Broker, I work alongside Ben Spagiare, Robert Spagiare, and James Stewart to deliver customized financial planning strategies for a wide range of clients. In addition to supporting the team, I also manage my own clients, providing personalized guidance and long-term strategies to help them build financial security. Whether planning for retirement, making a major life purchase, or building a legacy, my goal is to help clients achieve financial freedom and enjoy the life they’ve worked hard to create.
My areas of expertise include retirement planning, income strategies during retirement, investment management, and family protection through life insurance, long-term care, and disability coverage. I also assist with estate planning strategies to support multi-generational wealth preservation.
I hold a Bachelor of Science in Finance with a minor in Economics from Indiana University of Pennsylvania’s Eberly College of Business, along with Series 7, 65, and 63 licenses and Life, Accident, and Health Insurance credentials.
Outside of work, I enjoy the outdoors, fishing, hiking, and relaxing at the beach, as well as traveling, golfing, shooting pool, and watching professional sports.