What is your professional background?
Prior to joining Congress, I worked as a senior member of the Private Client Group at SCS Financial, and I began my financial services career as a member of the client service team at Adviser Investments. I am a graduate of Fairfield University.
What guides your financial principles?
Planning for the unexpected and continuously educating myself.
With regards to finances, what do you feel like is good advice to live by?
Money is personal and there is no “one size fits all” approach to investing and planning. It is important to know your limits, understand risk and work towards achieving personal goals.
What brings you the most satisfaction professionally?
Helping clients and watching them grow and succeed.
What is the best advice you’ve ever received?
Invest in yourself.
What is your motto or mantra?
Be a fountain, not a drain.
How do you spend your free time (hobbies, interests)?
I like spending time with my friends and family. I am also a long-distance runner and participate in local road races and marathons.