As a Financial Strategist, my responsibilities include analysis, development, and execution of comprehensive financial plans for clients. For some of Agili’s clients, I also provide financial strategy and investment management.

Education:

  • Bachelor of Science, Lehigh University

Professional Achievements:

  • CERTIFIED FINANCIAL PLANNER™

When it comes to tiny moments, I enjoy playing games with my friends and family.  Some of our current favorites are Dominion, Five Crowns, and Carcassonne.