As a Financial Planning Analyst, I assist clients with the development and implementation of comprehensive financial plans. Before joining Agili, I was the Director of Financial Planning at MB, Levis & Associates, where I gained extensive tax and financial planning experience. I am currently pursuing the CERTIFIED FINANCIAL PLANNERâ„¢ designation.

Education:

  • Bachelor of Arts in Psychology, University of California Los Angeles
  • PhD in Psychology, University of Michigan
  • Post Bachelor of Arts, Certificate in Accounting, Muhlenberg College

Professional Achievements:

  • Certified Public Accountant
  • Enrolled Agent

Professional Organizations:

  • American Institute of CPAs (AICPA)
  • Pennsylvania Institute of CPAs (PICPA)
  • Pennsylvania Society of Tax and Account Professionals (PSTAP)
  • Financial Planning Association (FPA)

A meaningful moment for me was completing a half-marathon walk a year after a two-month hospitalization.