I began my career as a Staff Auditor at Deloitte & Touche before transitioning into wealth management to pursue my lifelong interest in finance and investing.
My passion for investing started at a young age, learning alongside my grandfather and developing an appreciation for long-term planning and disciplined decision-making. That early influence carried with me throughout my career and ultimately led me to the wealth management field.
I am committed to creating a meaningful client experience built on transparency and education. Drawing on my accounting background, I work closely with individuals and families to develop personalized strategies focused on long-term financial confidence, including investment planning, retirement preparation, and wealth preservation.
I reside in Middletown, Connecticut, and value spending quality time with my family and staying connected to the community. During the summer months, I enjoy boating along the Connecticut shoreline and spending time out on the water.