Greater Philadelphia
I started my practice with Finera & The Broker Group due to the extensive support and tools to help families achieve their personal financial goals. Since 2022, I've specialized in helping clients grow, protect and guarantee financial security with retirement and insurance solutions through companies like Prudential, F&G, Athene, Corebridge, and Mutual of Omaha. I always wanted to build something with the true fulfillment of an entrepreneur, solving real problems and educating families. That is exactly what we do at The Broker Group. We are always looking for new talent and I love connecting with people! Don't be a stranger. Specialties: Tax-Free Retirement 401k & IRA Rollovers Indexed Annuities Life Insurance Long-Term Care Solutions Financial Planning for Children From the Philadelphia area, I’ve previously lived in Austin, Baltimore, and Charlotte, but found myself back near family and where I grew up outside Philadelphia. I hold a B.A. in Economics from Elon University and a Data Analytics certification from Johns Hopkins School of Engineering. Licensed for life, health, and annuity services in over 30 states, I am also passionate about exercise, hiking, travel, music, macroeconomics, stock markets, soccer, basketball, and time with my family (including my dog & cat)
Branch of The Broker Group
The Broker Group is a non-captive brokerage providing top-tier training, financial technology, and access to A-Rated institutions to help a wide range of clients create peace of mind in their finances. Specialties include: 401k & IRA Rollovers Life Insurance Indexed Life Insurance Indexed Annuities Long-Term Care Solutions Financial Planning for Children
Grew an agency with Transamerica to help over 100 clients across the United States with insurance and retirement solutions from Nationwide, Fidelity, Athene, and more A-Rated carriers.
Digital Aid is a start-up organization with the goal of eliminating the "digital divide" in underprivileged or impoverished communities and demographics across the United States through the Affordable Connectivity Program (ACP).
Manage 9 distribution centers' order guides monitoring data for authorized and unauthorized changes.