I provide total financial needs analysis, including access to trust services*, through a network of experienced professionals with detailed knowledge in retirement analysis and protection strategies, estate strategies, employee benefit and retention services, and business continuation strategies.

I hold a Master of Applied Economics and Management (STEM) from Cornell University, specialized in Behavioral Finance. I have earned the Financial Risk Manager (FRM) designation and have passed the Chartered Financial Analyst (CFA) Level I Examination. I earned a bachelor’s degree with two majors in Finance and Information Systems from The Ohio State University, grading Magna Cum Laude, with a minor in Political Science

My professional background includes experience in risk analysis and financial analysis, including work with Industrial and Commercial Bank of China (ICBC), a Fortune 500 company and global financial institution. This experience has contributed to my analytical approach and understanding of financial analysis and risk management.

I began my education in the United States at an early age and have experience navigating both international and domestic financial and cultural environments. I value clear communication, analytical thinking, and collaboration with clients and professional partners. My background, experience, and commitment to providing access to appropriate resources are intended to support the financial decision-making process. I live in Bloomfield with my beautiful wife, Natalie.

*Trust and fiduciary services offered through MassMutual Private Wealth & Trust, FSB is afederal savings bank and is a wholly-owned subsidiary of Massachusetts Mutual LifeInsurance Company.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies

Education

Cornell University, The Ohio State University

Affiliations & Memberships

Financial Risk Manager 9FRM), Chartered Financial Analyst (CFA) Level I Examination