Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Group Benefits, Retirement Income Planning, Military, Retirement Strategies, Estate Planning, Business Succession Planning
I am a strong believer in the idea that each person is unique to his or her goals, values, and ideologies of success. Our team's client-first strategy aligns with our beliefs and morals. To produce a correct and comprehensive financial strategy, our team must first develop a relationship with our clients in order to help them moving forward. Through research, time spent discussing and checking in with clients, and our vast array of knowledge and experience (over 30 years in our team!), we are dedicated to communicating to our clients the importance of planning for the several stages of life. With a rapidly evolving financial and social world, we are dedicated to preparing for both the best of times, and the worst for our clients, in order to best suit them for their financial future(s).
I earned my B.S. in Entrepreneurship, with a double major in Sports Management from Rider University, where I graduated Summa Cum Laude and played four years of Division 1 Golf (Go Broncs!). I am a proud Type 1 Diabetic, who is an ambassador for JDRF whom promote successful, independent, and active Type 1 Diabetic lifestyles; my goal is to promote the idea that Type 1 Diabetics should use Diabetes not as a crutch, but rather a backbone for their growth and development. I am also a member of the Karlik team here at Creative Financial Strategies. In 2019, I became a "Rising Leaders Qualifier", which was a big accomplishment for me. Outside of my career, I enjoy lifting weights and fitness, golfing, fishing, and spending time with my family. I volunteer for Southern Comfort (SoCo) Dog Shelter on many weekends, and have 3 rescues of my own!
Rider University Honors School of Business
Type 1 Diabetes Ambassador
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103 College Road East 3rd Floor
Princeton, NJ 08540