What I actually do:
I am dedicated to supporting the financial planning process through detailed analysis, thoughtful plan development, and exceptional client service. I assist Patricia by preparing financial plans, conducting research, and ensuring clients’ goals are met.
My qualifications:
Earned a Bachelor's of Science degree in Business Administration with a Financial Planning concentration from Towson University, graduating Summa Cum Laude.
How I spend my spare time:
I enjoy swimming, traveling, golfing, playing sports, concerts, and spending time with family. I have many sports fandoms I love supporting, including the Green Bay Packers, Baltimore Orioles, and Portland Trail Blazers.