As a financial advisor, my mission is to empower clients by providing personalized guidance and strategies that align with their goals. To ensure I am in the best position to support my clients, I have prioritized my education. I hold a Bachelor of Business Administration degree with a dual major in Finance & Information Systems, and a Master of Business Administration degree from Loyola University Maryland. I hold Series 7 and Series 66 FINRA registrations, along with New York State Life and Health Insurance licenses.
Prior to transitioning into my role as a financial advisor, I spent several years working in corporate financial planning & analysis at The Walt Disney Company, where I gained valuable experience in budgeting, forecasting, and financial decision-making on a large scale.
Growing up in a family business built on the principles of smart money management and strategic investing, I developed a strong foundation in these areas early on. It didn’t take long for me to realize that financial planning isn’t just about numbers—it’s about understanding people. Active listening became one of my most valuable tools, allowing me to adapt strategies to each client’s unique needs, goals, and risk tolerance.
Today, I’m proud to leverage my experience and deep understanding of financial principles to help individuals and families navigate the complexities of their financial futures. My approach as a financial advisor is centered around offering personalized, transparent, and thoughtful advice—whether it’s optimizing investments, planning for retirement, or managing risk. I believe that no two clients are the same, and I work tirelessly to develop strategies that align with their aspirations and give them the confidence to move forward.