The world of finance has always intrigued me.

When I was a child, my family visited the U.S. Mint in Philadelphia. There, I purchased a small box labeled “My Retirement Fund,” which contained tiny replicas of U.S. coins. Clearly, it was an early indicator.

Wealth management came naturally to me, which has led to a fulfilling career over the last two decades. I use my wealth planning and investment management expertise to help guide successful families and individuals, business owners, and corporate executives through every aspect of their financial lives.

Working closely together, I build a collaborative, long-term partnership with each client. My goal is to create a personalized investment platform tailored to their unique needs—with an emphasis on tax efficiency.

I’m invested in my clients’ success—professionally and personally. I pride myself on providing “financial therapy” for my clients and aim to be the first person they call when making a life decision involving finances. We navigate challenges and celebrate achievements together.

Speaking of celebrating success, one of my proudest accomplishments was receiving the President Circle award when I was a Financial Consultant at Fidelity Investments. It’s the most esteemed award in this role, and I was honored to win it twice.

Ultimately, what I love most about wealth management is knowing I’ve made a real difference in the lives of my clients and their families. My hope is that I’ve given them confidence in their future and perhaps helped them dream a little bigger. 

While I love to travel and explore, there’s nowhere I’d rather be than home with my family. It’s my happy place.

My mom used to say, “The days may be long, but the years are short.” I aim to live by this quote by finding the best in every day—even the most challenging ones—and enjoying every moment I can because I know they won’t last forever.