Becoming a CERTIFIED FINANCIAL PLANNER™ in August of 2022 was an important milestone for me. The CFP Board’s dedication to rigorous education, training, high ethical standards, and serving the clients' best interests matches my own.
My primary responsibilities at Arthur Stein Financial, LLC (ASF) include retirement and financial planning. I strive to provide comprehensive solutions tailored to the unique needs of each client.
My career started at Vanguard where I honed my skills in financial products and eventually led a team of over 30 professionals. I experienced an accelerated path to leadership during my time at Vanguard, earning three promotions within three years.
I then transitioned to a small investment advisory firm that focused on assisting Federal employees plan for retirement.
My academic journey commenced at Winthrop University, where I spent 3 years as a student-athlete. I graduated from Towson University a year later with a Bachelor of Arts in Business Administration with a concentration in Portfolio Analysis.
Outside of the office, I love spending time with family and traveling. I am an active person and enjoy going to the gym and playing sports such as soccer, pickleball, golf, and disc golf.