Services

Investment planning is about more than numbers—it’s about helping people turn their aspirations into reality. As a Financial Advisor, I work closely with individuals, families, and business owners to create investment and financial strategies tailored to their unique goals, values, and comfort with risk. My commitment is to deliver thoughtful guidance, personalized service, and objective advice that is designed to empower clients to move forward with confidence. In my previous role as a Senior Premier Banker with Wells Fargo Bank, N.A. I helped clients establish banking fundamentals and provided guidance on account management, giving me a strong foundation in client service and financial Planning.

I have built a career centered on trust, and relationships. I also spent two years in banking, serving affluent clients in a highly relationship-focused role, which deepened my understanding of the financial challenges and opportunities people face at every stage of life. Every client’s journey is different, and I take pride in helping people navigate important financial decisions with clarity, purpose, and a long-term perspective. Beyond my work with clients, I believe in giving back and staying connected to the community.

Born and raised in New York, I carry forward the values that shaped me from an early age: hard work, perseverance, and a strong sense of community. Those values were reinforced through athletics, where I had the privilege of captaining a national championship team and competing in Division III hockey. The lessons learned on the ice—discipline, leadership, teamwork, and performing under pressure—continue to guide me in both life and business. My professional journey has also included leadership roles in hospitality, where I managed restaurant operations and worked closely with high-profile clientele. Those experiences refined my communication skills, strengthened my commitment to exceptional service, and taught me how to deliver results in fast-paced, high-expectation environments.

Today, I bring together the discipline of an athlete, the service mindset of a hospitality professional, and the experience of a seasoned financial professional. I am passionate about helping clients make informed decisions, pursue their ambitions, and build a future that reflects what matters most to them.