I serve as Vice President and Financial Advisor at Horizon Financial Group, where I have the privilege of providing investment advisory services to clients and have a deep understanding of the financial landscape and a passion for helping clients achieve their financial goals.
Before joining Horizon Financial Group, my time at Verizon Communications in Basking Ridge, NJ allowed me to gain valuable experience in financial analysis and strategy. This experience, combined with my bachelor's degree from Furman University in 2015, has equipped me with the skills and knowledge necessary to effectively serve clients in all aspects of their financial lives. In 2018, I obtained the Series 7 & 66 securities licenses, further expanding my ability to provide comprehensive financial advice.
What motivates me the most is being the primary source of financial advice for my clients. As a boutique firm, we have the freedom and opportunity to be hands-on with our clients and readily adapt to their evolving needs. My goal is to use the knowledge and expertise of the firm to help move my clients' financial objectives forward and ensure their financial future is secure.
I currently live in Morristown, New Jersey, and I am proud to have joined my father's team at Horizon Financial Group, a family-owned and operated business that has been serving clients for over 40 years. I am excited to continue learning and expanding my knowledge in the financial services industry and will be starting a Master's of Finance program and sitting for the CFP exam in the summer of 2023.