Personal Quotation: “With a little bit of planning today, your tomorrows will be sunnier.”
Why did you get into the Financial Services Industry? Early in my accounting practice career, I found clients in need of assistance with investment and retirement guidance and planning. Even though financial services are secondary to my practice, I felt it was necessary to have the qualifications to educate and help my clients achieve their goals.
Where did you go to school & what certifications do you have? Originally from Vineland, I graduated from Vineland High School. Completed my undergraduate at Stockton College, now Stockton University.
Certifications: Certified Public Accountant, Series 6 & 7 Investment Licenses, Insurance License
What is the most valuable piece of advice/wisdom you’ve received? Figure out first what you love to do, and then determine how to turn it into a viable career choice. Happiness is a choice and everything else is a matter of perspective. Listen more than you speak.
What charitable organizations are you affiliated with? A current board member and treasurer with Stockton University’s Scholarship Foundation.
Favorite Books: My favorite author, Dan Brown, who wrote, The Da Vinci Code, Angels & Demons, The Lost Symbol to name a few of his works
Favorite Sports Team: Philadelphia Flyers. GO FLYERS!
Favorite Places you have traveled: Italy and Greece. Places my grandparents are from and where there is an abundance of ancient history.
Favorite Food: I love food!!! No favorite …just do not like peas.
Favorite Leisure Activity: A round of golf…does not matter how I am playing…..I am outside and away from my desk.
Five words to describe me: Reliable, Resourceful, Trustworthy, Likeable, Energetic
(**) HTK investment adviser representative