Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate solution for you.show more
When I first started in the financial industry, I was given wise
words from a mentor: “Whatever you decide to do in this industry, make sure
you’re able to sleep at night. Always do right by your clients and you’ll sleep
Since then, I always strive to keep the clients’ needs in
the forefront. My entire practice revolves around an interactive approach,
which includes fully understanding the clients’ objectives, timeframes, risk
tolerance, assets and investment experience. I stay engaged with the client to
ensure that the plan is on course and make appropriate changes as life happens.
I have never told the clients what they need – they tell me. I am fully
versed in all areas of the financial industry, including retirement planning,
financial planning, life insurance, education funding, active portfolio
management and much more. I am committed to be fully engaged throughout
the process and set the client up for future success.
On a personal side, I studied at York College in Business
Administration. I am a registered representative with the Financial Industry
Regulatory Authority, Inc. (FINRA) and have more than 16 years in the financial
industry. When I’m not working, I enjoy spending time with my wife Brunilda and
our six-year-old daughter Serenity.