I joined our practice in October 2021 after spending nearly 8 years with another firm in the ultra-high net worth advisory space where I managed an operations team, worked on data integrations and mergers/acquisitions, assisted in business development strategies and new technology, developed and managed numerous projects, helped explain technical reporting to clients, and more. It has been a blessing to have the opportunity to meet and work with many of our families here at Schoff-Talley so far. I try to bring my experience in process improvement and financial technology to the business to help us continue to innovate and improve efficiencies internally as well as improve our clients’ experience. Upon completion of my Series 7, Series 66, and Delaware Life & Health Insurance exams I continued on to earn the Financial Paraplanner Qualified Professional™ designation in 2022 and the Accredited Asset Management Specialist™ designation in 2023.
I grew up in the North Wilmington, DE area and after spending two years at Salesianum School I graduated from Brandywine High School in 2005. I joined the Army Reserve during my senior year of high school and spent my graduating year in training. Upon completion I attended Stetson University when I could but ultimately graduated from Wilmington University in 2013 with my Bachelor’s degree in Finance. After returning from a deployment to eastern Africa in 2015, I settled in Landenberg, PA.
Outside of the office I tend to stay busy. The Army Reserve continues to take a fair amount of my time as I’m a paratrooper and Civil Affairs Team Sergeant and am usually spending a weekend or more at Joint Base McGuire-Dix-Lakehurst each month. I have spent time in northern and eastern Africa over the years as well as various Army bases around the U.S. Ultimately, my passions outside of my work are motorcycle road racing, playing drums, adventuring, and enjoying time with my German Shepherds.