Over the course of 30 years as a Financial Advisor, I have prided myself on providing clients with integrated plans designed to help them achieve financial security and realize their life goals. My primary objective is to offer services to families and small businesses who want to successfully build, manage and preserve their wealth, ultimately allowing me to help them care for themselves and their families while establishing their own legacy. These connections are extended throughout multiple generations and give me the opportunity to play a key role in helping my clients in both investment and personal planning.

Throughout my career I have strived to put my clients first, developing a reputation as an intentional, positive and proactive professional with a high level of integrity. My client-centric approach is focused on understanding each client and making their financial well-being my top priority. As a result, I am more than my clients' planner, I am a trusted advocate and resource on whom they rely for financial guidance.

A native of Naugatuck/Waterbury, I live in Cheshire with my wife, Angela. We have two children, Christian and Hailey, who are also in the financial service industry. I enjoy spending time with my family, playing tennis, golf, kayaking and visiting the Rhode Island shore.

My background in the financial services industry has instilled a deep commitment to exceptional client service and investment support. Before joining Catalyst Asset & Wealth Management Group, I have held previous roles as an Institutional Consulting Associate at Morgan Stanley, and a Planning Consultant at Fidelity Investments- positions that helped build my foundation in client relationship management and comprehensive wealth planning. I also hold the Chartered Retirement Plans SpecialistTM (CRPS®) designation which I attained to enhance my knowledge on retirement plan specifics to better assist clients with navigating retirement related decisions. 

As a 2021 graduate of Providence College with a degree in Business Economics, my professional journey has uniquely prepared me for a career in wealth planning. I am dedicated to nurturing strong relationships in order to help clients meet their life goals and navigate financial decisions with clarity and confidence. Outside of the office, I enjoy weight training, running, golfing, and playing tennis. In addition, I cherish quality time spent with my girlfriend Mariia, friends, and family.

As a 15-year team member at Wells Fargo Bank, I bring an extensive skill set in traditional banking and finance. My career was built on collaborating with managers and teammates to cultivate exceptional customer service, fostering trust and loyalty. I am passionate about continuing this approach to assist Catalyst Asset & Wealth Management Group clients with the dedicated support they deserve.

I hold a Bachelor's Degree in International Business and am a native of Mexico. Outside of work, I enjoy spending time in Hebron with my husband David, our children Alondra, Chloe, and David, and our dog Tulip, engaging in activities like baking, reading, fitness, and exploring the outdoors.