Over 20 years ago, I jumped headfirst into my career alongside a determined group of peers. We built our books of business the old-fashioned way – through sheer hard work. And let me tell you, those early experiences were game-changing. The energy, teamwork, and unwavering commitment required to help others reach their financial goals have stayed with me throughout my entire career.
Outside of the customary examinations needed to become a Financial Advisor, I’ve been credentialed as a Registered Options Principal (Series 4) and as a General Securities Principal Sales Supervisor (Series 23) allowing me to become the youngest manager of a NYSE firm back in the early 2000s.
As the owner of my Advisory practice, I’m held to the highest standard of integrity. You can trust that I will always put your best interests before my own.
When I’m not working hard for my clients, you might find me on the tennis courts with my wife and two young children. It’s all about balance, right?