I joined Marshall Financial Group (MFG) because of the firm’s strong reputation in the industry, its access to a wide range of financial products and tools, and the opportunity it gave me to positively impact the financial well-being of our clients. Helping clients gain financial confidence, overcome challenges, and achieve their financial goals is what I enjoy most about my job. As a financial advisor, I strive to provide personalized and comprehensive financial guidance to help clients make informed decisions, optimize their investments, and navigate all the complexities of the financial landscape.
The world of finance has always interested me, even at a young age. While my dad was self-taught, he did a good job managing our family’s finances, which inspired me to learn so I could guide others who needed help. I really enjoy getting to know client’s and love hearing their unique stories, aspirations, and goals. Helping clients succeed – however they define it – is that much more meaningful because of the long-term relationships we build over time. What makes the whole experience even better is doing this work as part of a team of knowledgeable professionals.
Education & Credentials
BA, Business Administration, Pennsylvania State University
Associate Financial Advisor, Marshall Financial Group, 2023 – Present
Investment Professional & Client Services Associate, JP Morgan Chase & Co., 2019 - 2023
Leasing Specialist, Apartments at Pinebrook, 2017 – 2019
Biggest tip for clients
Prioritize long-term financial planning and consistent savings habits to reap the benefits of compounding interest. Starting early puts you on track to achieve your financial goals.
“Don’t think about the past, it’s gone. Don’t stress about the future, it hasn’t arrived. Live in the present and make it beautiful.”
In 2017, I was the first player in 20 years to be inducted into the Penn State Hazleton Men’s Soccer Hall of Fame.
Little known fact about me
I started playing pool at a very young age. My dad was a great teacher. When I moved to Delaware in 2017, I stated playing in local pool leagues and tournaments. I won a few and qualified for a national tournament in Las Vegas.
Stuccio’s Pizza, a small pizza shop in my hometown.
Greatest extravagance under $100
An air fryer – I am not a fan of cooking, so the air fryer is a lifesaver!
My Favorite Things
Meal: Stuccio’s Pizza, a small pizza shop in my hometown.
Beverage: Coca-Cola – much better than Pepsi
Pet: Aspen – my dog and favorite backpacking partner
Sport: Soccer – I have been playing since I was 4 years old
Sports team: Eagles