What drives me every day is connecting with clients on a personal level as we partner together to help them achieve their financial goals and dreams.
My passion for finance began early in life when I joined the stock market club in middle school. This interest continued throughout high school where I pursued personal finance classes, and into college at which time I began to focus on investments and financial planning. These courses and experiences allowed me to see the transformative effect of sound financial decisions on a person’s life.
I started my career with a Philadelphia-based regional broker dealer where I was introduced to Wealth Management Operations, Investment Research, Mutual Fund and Managed Account Marketing, and Financial Planning. Working for over a decade in various departments, I had responsibility for providing wealth management education, investment solution recommendations for advisory strategies, asset management, and for creating financial plans. I developed a breadth and depth of knowledge that provided me with a great appreciation of the benefits of holistic client service. It also motivated me to further my education and therefore I completed my CERTIFIED FINANCIAL PLANNERTM certification.
How exciting to be part of the Entrust team as we focus daily on helping each client achieve their unique financial goals and aspirations.
Contact me at firstname.lastname@example.org