Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management

Previous experience

  • Financial Advisor- Santander Investments, Bronx, NY, 2019-2021
  • Financial Advisor- Merrill Lynch, Long Island City, NY, 2017-2019
  • Private Banker- J.P. Morgan Chase, New York, NY, 2009-2017

Interests

  • Soccer- I played soccer growing up all the way through my college years. Now I enjoy the recreational weekend leagues and watching domestic and international soccer leagues.
  • Road cycling- Having picked up this hobby in 2017, I have enjoyed the freedom and health benefits that road cycling brings to you. Always welcoming new routes and places to discover.
  • Photography- While at an amateur level, I continue to learn how to capture the moment and turn it into a forever lasting picture.