Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management

Previous experience

  • Financial Advisor- Santander Investments, Bronx, NY, 2019-2021
  • Financial Advisor- Merrill Lynch, Long Island City, NY, 2017-2019
  • Private Banker- J.P. Morgan Chase, New York, NY, 2009-2017

Interests

  • Soccer- I played soccer growing up all the way through my college years. Now I enjoy the recreational weekend leagues and watching domestic and international soccer leagues.
  • Road cycling- Having picked up this hobby in 2017, I have enjoyed the freedom and health benefits that road cycling brings to you. Always welcoming new routes and places to discover.
  • Photography- While at an amateur level, I continue to learn how to capture the moment and turn it into a forever lasting picture.