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Expertise:
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- Works with individual clients.
- Specialist in financial planning for families including Retirement, Investment,
Risk Management, College Savings and Estate Planning.
- Proficient in assisting individuals develop financial goals and objectives as well
as investment selection, and portfolio analysis and monitoring.
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Firm Participation:
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- Joined Conrad Siegel Investment
Advisors, Inc. in 2008
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Prior Experience:
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- Worked in the retirement plan department of a large mutual fund company and as a
financial planner for a financial advisory practice.
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Educational background:
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- B.M – Music Education/Performance
Ithaca College
- M.M. – Music Performance
University of North Texas
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Affiliations/activities:
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- Investment Adviser Representative of Conrad Siegel
Investment Advisors, Inc.
- Resident Member of Derry Township Board of Education Policy Committee
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