With the help of PlanSmart® Financial Wellness, you can make immediate progress toward the financial goals that matter to you and have a positive impact on your future. We'll break down complex tasks, like retirement planning and debt management, into bite-sized activities and develop a personalized plan for you based on your unique situation.Get started
"I obtained my bachelor’s degree in Economics and my master’s degree in Finance from University of Tampa. I am also a Certified Financial Planner ™ and have an advanced degree in Statistics from Penn State. In my free time I enjoy concerts, theme parks, and going to the beach."
“I obtained my bachelor's degree in Finance from Roger Williams University in Rhode Island. I have been in the financial services industry for 10 years. In my free time I enjoy music and photography."