Rooted in Service, Grounded in Community
Born and raised on a farm in the Greater Johnstown area, I grew up understanding the value of hard work and personal achievement. My family instilled in me the importance of putting others before myself, a lesson that has guided me throughout my life and career. While many young professionals leave home in search of new opportunities, I’ve made it my personal mission to stay close to my roots and build a career here in the community I love. I’m proud to serve the very people and families I grew up around, helping them navigate the complexities of financial decisions with the same work ethic and care that I learned at an early age.
How I Help You
As a Senior Client Service Associate, I focus on ensuring an exceptional experience for our clients by managing the details that make everything run smoothly. My role involves striving to continuously improving our team’s efficiency to better serve our clients’ unique needs. From scheduling meetings at the most convenient times to handling daily operations like check deposits and client communications, I help ensure our practice runs seamlessly. I work closely with our advisors to help ensure clients have access to the guidance they need, when they need it most, and I’m committed to delivering timely, personalized service. Every day, I bring the strong work ethic I learned on the farm to the office, striving to make sure our clients feel supported every step of the way.
My Professional Journey
After graduating from California University of Pennsylvania in 2012 with a degree in Mathematics, I began my career working alongside a respected financial advisor, where I developed my passion for helping clients with their financial needs. Over the years, I’ve earned my Series 7 and Series 63 Securities Registrations, equipping me with the knowledge and tools to provide more comprehensive support to our clients. I’m committed to ongoing professional development, continuously pursuing advanced training to better serve our clients. Family remains central to my life, and I deeply value the strong relationships our team has built with our clients. I look forward to helping you and your family on your financial journey.
