Licenses and Certifications

  • Life and Health Insurance Agent
  • Series 7 General Securities Representative
  • Series 66 Uniform Combined State Law Examination
  • Investment Advisor Representative
  • Insurance and Securities licensed in: PA, NJ
  • Insurance licensed in: DE

Education

  • Bachelor of Science, Finance – Virginia Tech
  • Graduated May 2012

Professional History

  • 1847Financial – Financial Advisor (November 2014 – present)
  • Independence Wealth Strategies, MetLife – Financial Services Team Associate (April 2014 – October 2014)
  • DayKoozie – President, Mobile App Creator (2012 – 2013)
  • Lehigh Country Club – Golf Caddy (2009 – 2014)

Past and Present Professional Organizations and Committees

  • Philabundance
  • Greater Lehigh Valley Chamber of Commerce – Ambassador
  • Emerging Leaders Society of the United Way of the Greater Lehigh Valley