I am a Financial Advisor with over 16 years of experience in the financial services industry, dedicated to helping clients achieve their financial goals through personalized, goals-based planning. I take pride in building long-term relationships focused on trust, transparency, and a deep understanding of each client's unique needs.
Based in New York, I work with individuals and families to develop comprehensive financial strategies that support their short- and long-term objectives, including retirement planning, investment management, risk mitigation, and wealth preservation.
Outside of work, I enjoy traveling, reading, cooking, and maintaining a healthy lifestyle - interests that help me stay grounded and bring balance to my personal and professional life.
Areas of Focus
- Small Business Owners
- Retirement Planning
- Holistic Financial Planning
Education & Credentials
- Chartered Retirement Planning Counselor (CRPC)
- Series 7 & 66
Personal Interests
- Avid traveler
- Cooking
- Healthy lifestyle