Wealth Management Coaching, Events, and Resources

As a former Senior Associate at the world's best Private Bank in J.P. Morgan, I learned the ins and outs of the industry (the good and bad). I coached several people interested in a wealth management career and told them what it was really like, while helping them get in front of the right people and nail their interview.

Welcome to my profile! With a robust background in finance and consulting, I bring a wealth of experience to my coaching in wealth management. I spent seven years at Citigroup as an Assistant Vice President, where I honed my skills in financial analysis and client relationship management. My time at Boston Consulting Group and PwC further enriched my strategic thinking and problem-solving abilities. As a London Business School MBA Merit Scholar, I have a strong academic foundation to support my practical experience. I'm passionate about helping clients navigate the complexities of wealth management and achieve their financial goals. Let's connect to tailor a strategy that works for you!

Welcome to my profile! With a strong foundation in finance from Penn State Smeal College of Business and hands-on experience as a Private Wealth Management Intern at Raymond James, I am well-equipped to guide you through the complexities of wealth management. My role involved managing over 40 client accounts and implementing AI-enabled workflows to enhance efficiency, which has honed my ability to align financial strategies with client goals. Additionally, my experience as a Junior Analyst at Penn Wealth Management and a Life Insurance Agent has provided me with a comprehensive understanding of portfolio creation and financial planning. Whether you're looking to optimize your investment strategy or secure your financial future, I'm here to help. Let's connect and tailor a plan that meets your unique needs!

I’ve spent nearly a decade in wealth management across advisor, leadership, and advisor-development roles at firms including JPMorgan, Merrill Lynch, and independent wealth management organizations. I’m a CFP® professional and have experience across client acquisition, practice development, financial planning, advisor productivity, career progression, and navigating the expectations of large financial institutions. Today, much of my work centers on supporting and developing financial advisors—helping them build stronger practices, prioritize the right activities, work through business challenges, and accelerate their development. My coaching style is practical and conversational, with an emphasis on turning broad goals into specific actions that advisors can actually implement.