REDEFINING WEALTH MANAGEMENT TO MEET YOUR EXPECTIONS.
THERE ARE SIMPLER WAYS!
Hi! Thanks for coming to our website.
No matter which hat I’m wearing - Advisor, business owner, life partner - I am an unwavering idealist at heart. I have always felt anything is possible and that most things can be fixed. I believe that if you put your mind to something, you can accomplish any goal over time and I truly love helping people achieve those goals.
I wasn’t always an Advisor but I started as one many years ago. It was my first job out of college and I quickly realized that to be a truly effective one, I needed many more skills in the field of finance and business. Since that time, I have garnered extensive experience in Corporate America: business development, product development and leadership, helping to build business practices within a larger business and investment banking. My goal is to apply this financial experience on the corporate side to you and your family in a cohesive manner to help you to achieve your financial objectives.
As far as educational history, I went to Binghamton University for my undergraduate learning in Psychology, and then graduated in 2007 from Fordham University, Gabelli School of Business MBA program, where I earned International Honors in Economics of Omicron Delta Epsilon and was inducted into the National Honors Society of Phi Kappa Phi.
My passion for learning is ongoing and that passion is one thing that I bring to the practice. I want to pass on my learnings to others; I want to help you to learn also so that we can achieve your financial goals together. In my process of passing on learnings, I have also been moonlighting as Adjunct Professor of Finance and Faculty Advisor at Fordham Gabelli School of Business (Graduate) since 2012 and have been fortunate enough to have been an inaugural member inducted into the society of Homines Pro Aliis, Men and Women for Others as cited by the Dean of the Business School in 2013. In addition, I have the honor to mentor selected students to compete and represent Fordham in the global CFA Investmet Research Challenge; under my watch, the six teams have all made it to the regional final four; one team went all the way to the global finals (beating out over a thousand schools globally) and one team went to the Americas challenge and made it through four rounds.
On a personal note, I have been married for over 10 years to a wonderful woman named Audra, we live in New York City… a place which we both love and in 2017, we were fortunuate enough to have a beautiful baby boy named Jackson.