I was born and raised in Raleigh, NC. I currently live in Wakefield near downtown Wake Forest. I attended North Carolina State University and received a bachelor’s degree in Business Administration with a concentration in Finance in May 2020. My family is from central Pennsylvania and I spend a lot of time visiting my family in Altoona and Pittsburgh.
In my free time I enjoy hiking, weight lifting, cooking, and spending time with my friends and family. I am a die-hard Pittsburgh Steelers and Pirates fan and I enjoy going to games at PNC Park in downtown Pittsburgh.
I started with Keystone Financial Partners as a Client Service Intern in May 2019. Upon graduation, I joined the Keystone team full time as the Financial Planning Assistant. In this role, I assist Jim and Chris in running client financial plans, retirement income analysis and Morningstar reports.”
- Bachelors of Science, Business Administration
- North Carolina State University
- Investor’s Association, North Carolina State University