I am originally from a small-town of 1700 people in the state of Connecticut. Growing up in a small town taught me the importance of hard work and discipline. I started in the financial services industry right out of college working in Midtown Manhattan. I joined Fidelity Investments in 2020. I ultimately joined SixPoint Financial Partners to focus on serving a smaller group of clients which would allow me to spend all of my time and energy into those clients. I am currently enrolled in the CFP® (CERTIFIED FINANCIAL PLANNER™) Curriculum at The College For Financial Planning.
I take tremendous pride in doing what is best for my clients at all times. I go through an initial and ongoing collaborative journey with my clients where we define and prioritize financial goals throughout life’s various stages. By developing a comprehensive, long-term strategy which encompasses assessing the tolerance for risk at each life stage, documenting financial goals, implementing tailored investment strategies as well as conducting regular reviews ensures that we execute on my client’s financial plan.
Education
- I graduated from Temple University where I was a member of the NCAA Division I Men's Soccer Program.
- I am a graduate and alumni of The South Kent School located in South Kent, Connecticut.
Designations
- I hold FINRA Series 7, and 66 licenses.
Out Of The Office
I currently reside in Boca Raton, Florida. I enjoy traveling to other countries and learning about different cultures, trying new food and drinks and will make time to watch a soccer game if possible. I am early riser in the morning and also enjoy being active and completing a 5K run every day before I head into the office. I am constantly reading about market and investment trends that may be relevant to my clients.