I am a strong believer in the idea that each person is unique in his or her goals, values, and ideologies of success. My client-first strategy aligns with my beliefs and morals. To produce a correct and comprehensive financial strategy, my team and I must first develop a relationship with the client at hand. Through research, time spent discussing and checking in with clients, and our vast array of knowledge, we are dedicated to communicating to our clients the importance of being prepared for the several stages of life. With a rapidly evolving financial and social world, we are dedicated to preparing for both the best of times and the worst of times for our clients, in order to help suit them for their financial future(s).
I earned my B.S. in Entrepreneurship, with a double major in Sports Management from Rider University, where I graduated Summa Cum Laude and played four years of Division 1 Golf (Go Broncs!). I am a proud Type 1 Diabetic, who is seeking to volunteer with JDRF in golf outings and events in the coming summer of 2018 in order to promote successful, independent, and active Type 1 Diabetic lifestyles; my goal is to promote the idea that Type 1 Diabetics should use Diabetes not as a crutch, but rather a backbone for their growth and development. I am also a member of the Karlik team here at CREATIVE Financial Group. In 2019, I became a “Rising Leaders Qualifier”, which was a big accomplishment for me. Outside of my career, I enjoy lifting weights and fitness, golfing, fishing, and spending time with my family. I volunteer for Southern Comfort (SoCo) Dog Shelter on many weekends, and have 3 rescues of my own!
Our Team Approach:
The Karlik team and I, along with CREATIVE Financial Group, are dedicated to providing you with complete financial solutions, specifically focused on individuals, families and business owners to help achieve financial security and freedom. Our team approach provides you with complete financial resources, and we will create an integrated and customized solution to successfully fulfill all your financial goals and objectives.