Professional Bio
I am a Sr. Vice President, Trust Officer, and Regional Manager for Garden State Trust Company, working out of our Marlton, NJ office and covering the South Jersey and Philadelphia region.
In the Smeal College of Business at the Pennsylvania State University, I earned a B.S. in Business Management with a minor in Business Law.
Early in my career, I enrolled in coursework at the Cannon Financial Institute, where I ultimately passed the CTFA exam (Certified Trust and Fiduciary Advisor).
Recently, I enrolled in the CFP® education program, and ultimately passed the CFP® exam in March 2026, earning the certification of CERTIFIED FINANCIAL PLANNER®
I am looking to meet with estate and elder law attorneys, financial advisors, CPA's, as well as other financial services professionals.
