As a Wells Fargo Advisors Investment Professional, I can offer you a wide range of services, from selecting individual investments to developing a retirement plan. With access to a broad array of company resources, including research analysts and economic and market experts, I can help you make informed investment decisions. Offering comprehensive financial services, I can provide access to lending services through Wells Fargo affiliates.

Originally from Pennsylvania, I graduated with honors from Duquesne University in Pittsburgh with a bachelor's degree in business administration, and a concentration in finance. I began my career as a financial advisor at AG Edwards, a predecessor firm of Wells Fargo Advisors, where I was trained and where I developed my industry knowledge. I have served as a branch manager for the firm, but am now dedicated full-time to serving the clients within my practice.

I have been recognized as a Platinum Council member in 2022 and 2023.  The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients.

I work with you, one-on-one, to design investment strategies targeted to your specific needs and goals.

My extensive experience through major transitions in the market enable me to help clients structure a balanced, customized portfolio addressing their own personalized goals and objectives.

My client first philosophy is based on building lasting, multi-generational relationships by providing trusted advice and exceptional service.

CA insurance license 0F73779
Resident State: FL