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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

  • Bachelor of Business Administration with a focus in Finance at the University of Cincinnati

Previous experience

  • Investment Advisor at Prudential Financial Planning Services, 2019-2023

Interests

I currently live in Strongsville with my girlfriend, Brianna, and our cat Maya. After graduating from the University of Cincinnati, I lived in Cincinnati for a few years and although I enjoyed my time there, I missed my family in Cleveland, and decided to move back in 2023. I grew up an athlete and I am a diehard Cleveland sports fan, even when they break our hearts. Ever since I was 18 years old, I knew I wanted to work in Finance. Being an athlete as well as coming from a family of Italian immigrants has instilled a great work ethic in me, and I strive every day to apply that work ethic to my career as a financial advisor.