Education

Bachelor of Science Degree Economics / Villanova University

Bio

Since joining King Financial Network in June of 2021, I have been immersed in all aspects of comprehensive financial planning with a focus on retirement planning, portfolio construction, and ongoing fiduciary oversight. I am passionate about providing highly personalized advice grounded in disciplined process, helping clients build and manage wealth in alignment with their unique goals. I earned a degree in Economics with a minor in Mathematics from Villanova University, where I also passed the Series 7 and Series 66 exams, enabling a seamless transition into my role at KFN. I have since expanded my credentials by earning the CFP® certification, along with the CAS® and CFS® designations, strengthening my ability to provide comprehensive, detail-oriented advice tailored to high-net-worth individuals and families. Beyond my role at KFN, I am actively involved in philanthropic and nonprofit initiatives and value giving back to the community. I believe thoughtful wealth management extends beyond financial outcomes and includes stewardship, impact, and long-term legacy. I live in Manasquan, NJ, and in my free time, you’ll find me on the golf course, in the gym, watching sports, and spending time with family and friends.

Credentials