Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 and 66
    • Life, Accident and Health Insurance Licenses

Education

  • Master of Business Administration, NYU Stern School of Business, New York, NY 2009-2011
  • Bachelor of Science, Finance, The Pennsylvania State University, University Park, PA 2001-2005

Interests

  • Golf
  • Sailing
  • Home improvement
  • Crosswords
  • Drumming

Community participation

  • The Young Benefactors of The First Tee of Metropolitan New York
  • Penn State University Alumni Association - New York City Chapter

Professional associations

Previous experience

  • Financial Advisor - Wells Fargo Advisors, 2014-2018
  • Associate Client Portfolio Manager: Global Equities Team - JPMorgan, 2010-2014
  • Associate - JPMorgan, 2006-2010