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.
- Bachelor of Science, Lehigh University
- 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.