As a Sales and Marketing Associate, I’m committed to helping individuals and families take control of their financial futures with clarity and confidence. While I’m early in my career, I bring a strong work ethic, discipline, and a focused mindset to every client relationship.
My background as a Division I athlete shaped the way I approach challenges: preparation matters, perseverance pays off, and adaptability is essential. These principles guide how I support clients through meaningful financial decisions. Whether in sports or finance, long‑term success comes from thoughtful planning, consistent effort, and the ability to adjust when circumstances change.
I apply this philosophy across retirement planning, wealth management, and long‑term financial strategy. During my master’s program in quantitative finance, my research centered on integrating fundamental and technical analysis to better understand equity market behavior. This strengthened my analytical foundation and sharpened my ability to evaluate investment opportunities with discipline and clarity.
Above all, I believe in building lasting relationships grounded in honesty, transparency, and open communication. Whether you’re preparing for retirement, growing your wealth, or planning your legacy, my goal is to help you move forward with confidence and informed insight.
Outside of work, I stay active and prioritize time with friends and family, because balance is essential to long‑term success. Together, we can turn your financial goals into a strategy that is clear, focused, and built to last.
Education
Saint Peter’s University – Bachelor of Science in Economics, Summa Cum Laude
Saint Peter’s University – Master of Science in Finance, concentration in Quantitative Finance, Summa Cum Laude
Professional Designations, Licenses & Registrations
Series 7 and Series 66 Securities Registrations*
Life & Health Insurance License
*Held through Kestra Financial