With 14 years of experience as a Financial Advisor, I bring a wealth of knowledge and expertise to CEC Financial Group. I hold several designations and licenses, including Chartered Retirement Plans Specialist (CRPS), Certified Retirement Counselor (CRC), and Series 6, 7, 63, and 65 licenses, which enable me to provide comprehensive retirement planning and investment advisory services to individuals, families, and businesses.
I earned my bachelor’s degree in business with a concentration in finance from the University of Pittsburgh at Johnstown in 2009. My specialty lies in building long-lasting relationships with clients as they prepare for retirement and generational planning. I am passionate about guiding my clients through these important life stages with care and precision.
Outside of work, I enjoy golfing, attending sporting events, and spending quality time with friends and family. I also love diving into a good book or podcast, with "Awaken Your Genius" by Ozan Varol and "Burn the Boats" by Matt Higgins being among my favorites.
Licenses:
Series 6, 7, 63, and 65 Licenses
Designations:
Chartered Retirement Plans Specialist (CRPS)
Certified Retirement Counselor (CRC)
Education:
Bachelor of Science in Business with a concentration in Finance, University of Pittsburgh at Johnstown (2009)