Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7 License
  • NASAA Series 66 License
  • New York State Insurance License: Life, Accident and Health

Education

  • B.S, Business Administration: Finance, Liberty University, Lynchburg, VA 2015

Previous experience

  • Merrill Lynch, Pierce, Fenner & Smith Incorporated, 2016-2017

Community participation

Previously helped out with the Special Olympics for the last two years while living in Baltimore Maryland.

Interests

I enjoy spending time with friends and family

Traveling with my friends as often as possible, I recently went to Disney World with my family, seeing the excitement on my niece and nephew’s faces was priceless

Playing soccer, boating, or skiing, either locally or around the U.S and Canada