Early on in life I was fascinated by the world of finance and investing. At the conclusion of an internship before my senior year in college, the financial advisor I was working with recommended I learn accounting since it is the building block of finance. Coming out of college, I landed a job at a Big 4 accounting firm where I learned accounting and obtained my CPA license. From there, I went to work for Merrill Lynch as an equity research analyst where I learned how the stock market works and how institutional investors research and select stocks in which to invest. After several years as an equity research analyst, I left the corporate world to join a fin-tech startup where I was able to synthesize everything I had learned in my previous jobs and use it to help my clients make better investment, financial and accounting decisions through data-driven insights. It was at this point I realized I enjoyed helping other people solve complex problems and relished in the camaraderie built during this process.
After the fin-tech experience everything came full circle and I started my own wealth management firm. I ended up where I started and I love what I do. Being able to help others, to build meaningful interpersonal relationships, and to solve complex and constantly evolving problems is exhilarating and fulfilling on multiple levels.
If you’re interested in working with a financial advisor who is committed to helping others achieve their goals, who is interested in building meaningful and lasting relationships, and who is well-equipped to develop dynamic and robust solutions to complex financial situations and problems then schedule a time to speak with me.
Chartered Financial Analyst (CFA)
The Chartered Financial Analyst (CFA) charter is a globally recognized professional designation that measures and certifies the competence and integrity of financial analysts. The CFA charter is one of the most respected designations in finance and is widely considered to be the goldstandard in the field of investment analysis.
Certified Financial Planner (CFP®)
The Certified Financial Planner TM (CFP®) certification is a formal recognition of expertise in the areas of financial planning, tax planning, insurance planning, estate planning, and retirement saving.
Certified Public Accountant
A Certified Public Accountant is a professional designation provided to licensed accounting professionals. To become a CPA, a rigorous exam must be passed.