I am committed to truly getting to know my clients and their goals and utilizing our financial tools to take feasible steps to reach those goals. I enjoy analyzing funds and helping clients select the best mix of assets to maximize portfolio efficiency and reach their financial goals. I take pride in my holistic view of financial planning and in educating myself in all areas, so I am able to best prepare clients for the best, and worst, of times ahead.
- I am a 2015 graduate of Rochester Institute of Technology where I earned an MBA with a concentration in Finance.
- I am a 2014 graduate of Rochester Institute of Technology where I earned a bachelor’s degree in Marketing with a minor in Economics.
- I am a 2011 graduate of Webster Thomas High School.
- I hold Series 7, Series 66, and NYS Life, Health & Disability Insurance Licenses.
Out Of The Office
I live on Park Ave in Rochester, NY with my cat Luffy (Loo-fee). I enjoy hanging with friends on my porch and outdoor brunch in the Summer months as well as trying out bars and restaurants throughout the city. I have an active lifestyle that includes running the parks of Rochester, playing soccer, volleyball, and much more. When Winter rolls around I snowboard on the slopes of Bristol. I am also a lover of horror/psychological thriller movies and gaming.