How I got here
Financial services was never on my vision board when I began my professional career. However, after accepting an opportunity nearly ten years ago with a large financial firm, I became immersed in the industry. Through a variety of operational roles, I expanded my understanding of retirement planning and was exposed to many different parts of the business. Over time, I realized that the large corporate environment did not fit with my professional interests, and I decided to move in a different direction. I was fortunate enough to come across Rockbridge, who’s investing philosophy, client focused approach, and culture aligned with what I was looking for.
Education
B.S. Environmental Studies, Lemoyne College
