about
As a dedicated Financial Advisor, I specialize in crafting personalized solutions tailored to the unique needs of high-net-worth individuals. My expertise lies in optimizing investment portfolios, minimizing tax burdens, and securing generational wealth to ensure my clients achieve lasting prosperity and peace of mind.
I’m passionate about building relationships, and my career allows me to support clients through their toughest decisions and most memorable milestones—moments that are both challenging and rewarding. With a CFA certification and a deep love for finance and the markets, I take pride in helping clients navigate complex financial landscapes to achieve their goals.
At the core of everything I do is my family—they are my inspiration and the driving force behind my commitment to helping others build and protect their legacies.
"Whether you think you can or you think you can’t, you’re right."