As a Financial Advisor I help individuals and families at PenFed Wealth Management located at the Scranton, East Stroudsburg, and Tobyhanna branches of PenFed Credit Union reach their financial goals by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.
My goal is to become a financial advocate for my clients. I want to make confusing financial situations easy to understand. I was born and raised in the Scranton area. I understand the needs and concerns of the hard-working people in Northeast Pennsylvania. I have lived across the country over the past few years and have gained a unique perspective and valuable experience of financial planning. However, I came back to this area because it is and always will be home and my goal is to help everyone from this great area achieve their financial dreams.
In my spare time, I enjoy spending time with my wonderful family, and traveling across the country. I am also an avid fan of all Philadelphia professional sports and Penn State football.
Schedule a one-on-one appointment with me to discuss retirement, saving and investing.
*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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