WHAT ARE YOU MOST LOOKING FORWARD TO IN THE UPCOMING YEAR?
Professionally, I am most looking forward to earning my Series 7 & 66.
Personally, I am looking forward to watching my son play in a national baseball tournament over winter break down in Florida.
WHAT WAS YOUR MOTIVATION TO JOIN OUR WEALTH MANAGEMENT TEAM?
My motivation to join R&R Wealth Management was to support the firm’s efforts to expand its 401(k) client base and overall retirement plan services.
WHAT WAS YOUR BIGGEST SUCCESS IN THE PAST YEAR?
Prior to joining R&R, I supported the onboarding of several new retirement plan clients and contributed to business development efforts related to retirement services.
WHAT ARE YOUR FAVORITE HOBBIES?
Some of my favorite hobbies include reading, spending time with my family, golfing, hiking, camping, basically anything outdoors.
EDUCATION AND LICENSES:
I have a degree in Business Management from Bryant & Stratton College. I also earned my CPSP designation in 2024 and QKS credential in 2025, both specializing in the retirement industry.