Helping You Achieve Your Goals !!

I am a graduate of Georgetown University and a New York City resident with several years experience in the financial services industry.  I am also a member of the Financial Planning Association.  Previously, I worked in public accounting as an auditor for Price Waterhouse, and in corporate banking in Citibank's Derivatives Operations Group. 

As a financial professional, I strive to provide personalized, goal-oriented financial guidance and planning strategies that are designed with the needs and aspirations of my clients in mind.  My preferred approach is to review my clients' financial goals and investment objectives. Working together with my clients, I can then formulate strategies to help them address those financial concerns based on their individual circumstances and risk tolerance. Finally, as a registered representative, investment advisor representative, and insurance agent, I can recommend the appropriate products and services to help implement those strategies.

I have worked diligently to garner the trust and confidence of my valuable clients, while providing the highest level of service.  I have access to the resources I need to help my clients face their financial challenges and address their goals. 

In my free time, I enjoy playing golf, working out, and spending quality time with family and friends.

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