As a graduate from Temple University, with degrees in management information systems and finance, I was honestly unsure what type of firm I wanted to work for – until my first interview with Concentus.
When first learning about how Concentus conducted business and the firm’s values, I was fascinated by the team’s strategic take on financial planning. Being able to help families manage their wealth in such a personable and transparent manner seemed to be a very rewarding line of work and really differentiated the firm from other financial planning institutions. Rather than just having a client relationship revolve purely around investment returns, putting greater emphasis on the person leaves both parties with a much more impactful experience.
All that was taken into consideration when I decided to join Concentus Wealth Advisors. This job has provided me with a very meaningful start to my professional career and has ultimately allowed me to help individuals manage their wealth using a business model that I can stand behind.
My Prior Experience
Began my career working at Pfizer as a developer/analyst intern.
Born and raised in Chalfont, PA.
My Favorite Quotes
“Life is too short to spend your time avoiding failure.” – Michael Bloomberg