My goal as a financial planner will always be to give my members confidence to live their lives as they see fit. I’ve worked previously at Vanguard as a Financial Advisor, State Farm as an insurance rep, and Cap Center as an underwriter.
I am originally from Philadelphia, Pennsylvania but now reside in Charleston, South Carolina. I enjoy golfing, fishing, spending time with friends, and Philadelphia sports teams letting me down every year.
Education: East Carolina University (BS) (BA)
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Golfing with friends
Dad’s retirement dinner
Trip to Anguilla
First time playing Pinehurst
Dewey Beach, DE
Seafood at Fish Bites in Wilmington, NC
Hard work beats talent when talent doesn’t work hard
Always working to improve and learn
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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.
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9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply