Senior Financial Planner

• Sep 2018 - Present

Senior Account Executive with Janney Montgomery Scott

• Sep 2018 - Present

I have been helping clients secure their overall financial lives since 2004, and have been doing so as a CERTIFIED FINANCIAL PLANNER™ since 2007. With well over a decade of experience, I am excited to be a part of a team that can truly handle every aspect of a clients’ planning and investment needs. Focusing on protecting and growing assets for families and business owners, education funding, and tax-efficient estate and charitable transitions, the CSG Capital Partners team at Janney leverages over 80 years of combined experience. We love the work that we do and the ability to do it the right way for our clients. Show less

Senior Vice President, Financial Planning

• May 2016 - Apr 2018

You can’t get anywhere in life without a plan. That is why we make it our mission to deliver comprehensive retirement and financial planning to millions of Americans. Over the past 20 years, we’ve helped millions of everyday Americans prepare for a more secure retirement, and now we’re bringing high-quality help to millions more people just like you. It takes a unique perspective to combine all of your assets into one view – not just to see them all, but to make sense of them all. We provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as we act in good faith, loyalty and care as fiduciaries. For more information, please visit www.financialengines.com Show less

Wealth Management Advisor

• 2012 - 2016

While at TIAA-CREF, I managed a book of High Net Worth Individuals and their families, upwards of $500 million in assets under management. I helped these families to achieve their goals in the areas of investment and insurance management, trust and estate/wealth transfer, comprehensive financial planning and endowment and foundation needs. While at TIAA-CREF, I managed a book of High Net Worth Individuals and their families, upwards of $500 million in assets under management. I helped these families to achieve their goals in the areas of investment and insurance management, trust and estate/wealth transfer, comprehensive financial planning and endowment and foundation needs.

Financial Advisor

• 2010 - 2011

Financial Services

• 2006 - 2009