Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners
As an Investment Advisor with HKS Financial Partners, I focus my time on portfolio crafting, helping our clients achieve their goals as efficiently as possible. I earned my bachelor's degree from Carnegie Mellon University in Pittsburgh, PA, where I studied Finance and Behavioral Economics. I started with MassMutual in 2014 and am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and earned the Certified Family Business Specilaist (CFBS) designation. I have been working alongside Brandon Shaw for five years and was part of the HKS transition at the end of 2017.
After learning more about investing in college, I realized that it provided me the perfect opportunity to combine my love of problem solving and desire to learm while being able to positively impact the lives of those around me and help them achieve their definition of success. I believe that successful investing doesn't need to be extremely complicated and I enjoy teaching others how to simplify and streamline their investments.
In my free time I enjoy reading, listening to podcasts, and watching documentaries. While I naturally have an interest in finance, I appreciate any suggestions on new material! I am also an avid sportsman and have a passion for hunting, skiing, hiking, camping, and pretty much every sport I can find time to play.
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