As a Financial Advisor and former Division 1 athlete, I am passionate about helping individuals and families take control of their financial futures. While I am in the early stages of my career, I bring a strong work ethic, discipline, and commitment to excellence in everything I do.
My experience as a Division I athlete taught me the importance of preparation, perseverance, and adaptability qualities that directly translate to guiding clients through important financial decisions. Whether in finance, sports, or life, success is built on hard work, thoughtful planning, and the ability to adjust when circumstances change.
I apply these principles to retirement planning, wealth management, and long-term financial strategies, helping clients create plans that are realistic, personalized, and designed to stand the test of time. During my master’s program in Quantitative Finance, my research focused on combining fundamental and technical analysis to evaluate equity market behavior. This experience strengthened my analytical skills and enhanced my ability to assess investment opportunities with discipline and clarity.
Above all, I believe in building long-term relationships founded on trust, transparency, and open communication. Whether you are preparing for retirement, growing your wealth, or planning your legacy, my goal is to help you move forward with confidence and a clear understanding of your financial path. Outside of work, I enjoy staying active, traveling, and spending quality time with friends and family. I believe maintaining a healthy balance between professional and personal life is essential to long-term success and fulfillment.
Together, we can turn your financial goals into a clear, focused plan built for lasting success.
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, Affiliations, Licenses and Registrations
Series 7, 63 and 66 Securities Registrations
Life, Health, and Accident Insurance License