I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

I am a United States Marine Corps veteran with a background in leadership, discipline, and high-accountability environments. Prior to entering the financial field, I spent years working in the ironworking trade, where I developed a strong work ethic, attention to detail, and the ability to perform under pressure.

I remain actively involved in the veteran community and currently serve in leadership roles supporting fellow veterans as they transition into civilian and professional life. I have also held leadership positions in established community organizations, where I have been responsible for coordinating initiatives, managing resources, and supporting membership engagement.

My interests include economic research, financial literacy, and understanding how incentives and decision-making frameworks impact long-term outcomes. I am particularly interested in supporting individuals who come from blue-collar, veteran, and service-oriented backgrounds.

Outside of my professional and community commitments, I enjoy continued learning, writing, and engaging with professionals across finance, economics, and related fields.

Education

William Paterson University Financial Planning & Wealth Management B.S., Economics Research & Data Analysis B.A., Applied Mathematics, M.S.

Hobbies

Rugby, Hiking, Power Lifting, Volunteering

Affiliations & Memberships

Financial Planning Association of New Jersey (FPANJ), Chartered Financial Analyst Society NYC