As a Client Advice Analyst at Concentus, I bring a wealth of experience and enthusiasm to the team. I really enjoy working with clients and making a positive impact on their financial futures. I’ve always been interested in economics and personal finance, which inspired me to pursue a career in financial advice. 

I graduated with a degree in Economics from the University of South Carolina in 2024. It gave me a solid foundation in financial principles and economic theory, preparing me well for the challenges and opportunities in the financial advisory field. My passion for understanding and managing finances began at a young age, influenced by my family’s deep involvement in the real estate industry. Growing up, I learned the intricacies of the mortgage industry from my father, who worked for Prudential Fox & Roach in the greater Philadelphia area.

In my spare time, I enjoy outdoor activities, particularly those involving water. I’m an avid fisherman, surfer, and sailor. For the past five years, I’ve played a significant role in running a sailing camp at the Jersey Shore, an experience I cherish deeply. This involvement has allowed me to share my love for sailing with others and contribute to the local community.

I am also deeply committed to giving back to the community. For the past four years, I’ve served as a fundraising captain for Relay for Life, an organization dedicated to raising money for the American Cancer Society. This cause is particularly meaningful to me, as cancer has impacted members of my family. This event means the world to me since it allows me to be part of a solution in a small way.

My Community Involvement

Fundraising captain for Relay for Life (American Cancer Society)

My Family

Born, raised, and currently living in Devon, PA.

My Favorite Quote

“Life is good especially when your good to others.” – Cindy Roach

“Success is not final; failure is not fatal: it is the courage to continue that counts.” – Winston Churchill