- Associate at Highline Wealth Management
- Financial Planning Assistant at Wright Planning
- CFP® professional
- NexGen member, Financial Planning Association
- Membership committee, Financial Planning Association, NY
Virginia Polytechnic Institute and State University
BS, Finance, summa cum laude
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.