BFA™, APMA™, CRPC™, AWMA℠
Associate Manager ACD
Siena Wealth Advisory Group
Areas of focus
- Tax Planning Strategies
- Family Finances
- Retirement Planning Strategies
BFA™ Behavioral Financial Advisor
APMA™ Accredited Portfolio Management Advisor™
CRPC™ Chartered Retirement Planning Counselor™
AWMA℠ Accredited Wealth Management Advisor™
FINRA Series 7, Series 66
New York State Life, Accident & Health Insurance
- Bachelor of Science in Financial Planning, Purdue University 2010
- LPL Financial, May 2008 - June 2011
- Spending time with my family is very important to me. I have a son, Ashton, who was born on October 27th, 2019 and a daughter, Avery Rae, who was born on June 13th, 2022. They are the BEST!
- Volunteer Work- I try to donate as much time to volunteering as possible. DWGTP and NSAL.
- New York Sports enthusiast (New York Yankees, Knicks, Giants and Rangers). Yes, the Knicks.
- I am a foodie. Some of my favorite restaurants include: "A Taste of Greece", "Tapastre", "Felix" & "Alta"
- We spend our summers between Eastern Long Island (Watermill) and Hilton Head, South Carolina.