After earning my degree in Business Administration with a major in Finance, I began working with high net worth families at both large and boutique investment firms. I have had the fortune to have advised and counseled clients at various stages of life and different levels of investment acumen. What I have learned over my career is that regardless of age, portfolio size or investment knowledge, many clients came to us because they felt there was a mismatch between their investment objectives and the manner in which their investments were managed, leaving many investors uncertain about what to do.
I began developing a unique, client-centric approach to wealth management based on getting a deep understanding of my clients' needs, goals and dreams. Through my consultative, client-centric approach, I can help you grow your wealth by making sound decisions tailored to you.
My goal is to make my clients better investors. I am successful when my clients tell me that they feel that I have understood their unique circumstances, that I have delivered a comprehensive approach to wealth management that gives them peace of mind that their financial wellbeing is in good hands, and I that have freed up their time and energy to focus on their goals and the pursuit of their passions.
Speak with me about your financial wellbeing, so that you can focus on what is truly important to you.