Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Retirement Planning Strategies

Qualifications

  • Series 66
  • Series 7
  • Life and Health Insurance

Education

  • Bachelor of Arts, Psychology, Rutgers University - New Brunswick

Awards & recognition

  • Lionheart Wealth Management, Ameriprise Client Experience Award, 2023

Community participation

Students 2 Science

Research Assistant Program | Aresty Research Center

Rutgers University Foundation

Interests

As a dedicated financial advisor, I bring a balanced perspective to my clients, drawing on a rich array of personal interests and experiences. I cherish spending quality time with friends and family, which keeps me grounded and connected. In my leisure time, you'll often find me playing guitar, enjoying the creativity and relaxation it brings. I also love staying active through bicycle riding and hiking, which not only keep me fit but also allow me to appreciate nature. Additionally, I am passionate about participating in my community, always looking for ways to give back and stay engaged.