Associate Financial Planner
Role at The Consulate: My role at The Consulate primarily consists of supporting advisors during plan reviews and Financial Physicals®. I also assist clients and advisors during the client onboarding process. I am always willing to lend a helping hand whenever needed such as during tax season.
Educational Background: I graduated with a bachelor’s degree from Towson University where I majored in business administration with a concentration in investments and a minor in accounting.
Most Meaningful Part of My Job: I enjoy getting to know new people and building strong relationships with them while also helping them reach their personal financial goals.
Outside the Office: When not working, I love watching sports, primarily golf, football, and lacrosse. You can also catch me at the lake, fishing with friends and family.