As Vice-Chair of the Bridges Society Steering Committee of United Way of the Capital Region (UWCR), I am responsible for helping to grow membership in the Bridges Society. The Bridges Society of UWCR connects the next generation of diverse leaders through giving and volunteering. Membership in the Bridges Society is ideally suited to donors under age 46 who make a minimum gift of $500 to UWCR. In 2012, 507 Bridges Society members raised $625,151 for UWCR’s annual campaign.

CPA and fee only financial adviser providing comprehensive, unbiased financial planning resources to my clients. I focus financial planning around putting my clients needs first and developing investment portfolios that will help my clients achieve their financial and personal goals. To achieve these goals, I focus on providing a plan that generates the income needed for a client's specific goals and needs. This is accomplished by focusing on asset allocation, asset location, tax minimization and financial protection (insurance). Additionally, I work with many business owners and corporations on business transition / succession plans as well as plan design and investment management for qualified company sponsored retirement plans. I am a Senior Wealth Advisor at SevenBridge Financial Group. Our firm offers wealth management and financial planning services to private individuals, families, business owners, corporate executives and others, helping them define their priorities, lifestyle needs and milestones. Our services include business transaction planning, retirement planning, multi-generational planning, charitable giving/philanthropy planning, estate planning, and other financial advisory services. In addition to my experience in financial planning / investment management, I also have well rounded financial, management and accounting background. My accounting experience includes but is not limited to financial services, banking, investment companies, hedge funds, real estate companies, hotels / hospitality, manufacturing, distribution and technology. Additionally, I have extensive experience in auditing publicly traded companies including experience in SEC Filings.Throughout my career, I have demonstrated the ability to successfully manage multiple complex clients simultaneously while providing a high level of client service. Additionally, I am noted for recruiting, training, developing, motivating and energizing team members.

As a member of the Board of Directors and Development Committee of the Boys & Girls Club of Harrisburg I am responsible with the other Board Members and Employees of the Club to ensure that the Club operates in a manner that delivers on the Club's mission statement. The Club's mission statement is "being a neighborhood-based organization committed to serving youth of all backgrounds in developing self esteem and character and to help them become responsible citizens by providing physical, recreational, social and educational programs."

I worked at ParenteBeard LLC and its predecessor firms (Beard Miller Company and bmc) from the time I graduated from Susquehanna University in December 2003 until July 2013. I focused on serving the financial services / banking industry, including SEC registrants during my tenure with ParenteBeard. In addition to serving financial services companies - I also worked in several other industries including auditing real estate companies, hotel and restaurant management companies, hedge funds, manufacturing, distribution and technology companies as well as various types of employee benefit plans.