Aspiring for a career both challenging and rewarding has led me to Mint Financial Services. I discovered my passion for helping clients reach their financial freedom after seeing how my family and friends were affected by the global financial crisis in 2008. Understanding and learning from the recession, has been an integral part of developing my wealth management process. I seek to help my clients' preserve and grow their assets by using risk analysis and goal based wealth planning tools. These tools coupled with my experience, enables me to utilize resources at Mint Financial Services to provide personalized financial guidance to individuals, retirees, executives and business owners.
After obtaining my finance degree from Monmouth University, I decided to further my education by completing my Masters in Business Administration from Georgian Court University. The knowledge I gained taught me the fundamentals to understanding many aspects of business and financial markets. Attending the College for Financial Planning to earn my Chartered Retirement Planning Counselor℠ (CRPC®) designation helped me gain in-depth knowledge of estate and retirement planning strategies.
I take an active interest in community service and education. I serve on the board of a local non-profit organization in Toms River, New Jersey, and have been a featured guest speaker at seminars. It is fulfilling to fundraise and volunteer for local charities. For leisure, I enjoy racing in triathlons, snowboarding, playing tennis, golfing, and traveling.