Preparing for the next step in life isn’t always easy. I am dedicated to making a difference in people’s lives. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as possible. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
Quinnipiac University (2003-2007)
Fishing (Salt water only, please), Snowboarding, Basketball, Data Technology (ask me about unstructured data. Nerd alert!), McGyver techniques (I can fix anything), Bloomberg terminal tools, Cooking, DIY, Art (Painting, sculpting, origami, food, etc)
MS Society, Care.org, ASPCA, NYC Homeless Survival Backpacks (Self-run)