After graduating from West Point and serving in the US Army as an Infantry Officer, I decided my desire for high adventure and international travel had been fulfilled while leading a platoon on a combat tour in Iraq. While pondering what I should be when I grew up (after the Army), I knew I wanted to do two things: take care of people and work with numbers. In 2008 I began training to become a personal financial advisor, and I met with my first client in 2009 just after the bottom of the biggest financial crisis since the Great Depression. Since then, I earned an MBA with a Major in Personal Financial Planning, became a Certified Financial Planner ® practitioner and an Enrolled Agent with the Department of Treasury, and have met with over 1,000 individuals to discuss their finances. After working at several firms in advisory and private wealth management roles, I launched my own firm in 2016 with the intention that, with our comprehensive guidance, every client is on a Great Path to living a fulfilled life.
Through the course of my career I’ve developed an expertise in retirement income planning, and, as an entrepreneur myself, I have a very keen interest in helping fellow entrepreneurs and business owners be successful in their personal and business endeavors.
When I’m not doing financial planning, I enjoy the outdoors with my wife, Elizabeth, playing keyboards and synthesizers, training my dog, Goose, cooking, and practicing Aikido with my two sons, Nathan and Alex.
For more details on my professional background, check out my LinkedIn Profile.
With a background in the nonprofit sector and raising my two daughters, making sure that everyone has what they need is core to who I am. As the Director of Client Care at Great Path, I get to do just that: I help clients follow up and implement Chris’ advice and assist with meeting and financial plan preparation. I enjoy being able to step in and facilitate tasks that are hard to tackle in our busy lives or that feel overwhelming.
Since starting with Great Path in 2019, I have learned that financial planning is not just about trusting someone to take the money you have and make more. When done correctly, financial planning is about taking the money you have and making it work for you to fund the life you want.
I graduated from Ursinus College with a BS in Biology, and use my life experience and understanding of living systems to keep things running smoothly behind the scenes. I have earned the Financial Paraplanner Qualified Professional (FPQP™) designation. I am currently studying to take the Certified Financial Planner® exam.
Outside of work, I enjoy hiking, biking, reading, playing with our dog, Shelby, and spending time with my husband and two girls.