Meet Your Advisor
Working Together for Your Wellbeing
We look forward to helping you achieve your financial goals.
Certificates
SE-AWMA®, CRPC™
Financial Advisor | Navy Veteran | Mentor | Faith-Focused Leader
I believe—with absolute certainty—that anyone can shape the future they desire by staying true to timeless principles. For me, those principles are Faith, Family, and Finance. My mission is to be a bridge—supporting individuals and families across generations as they move from uncertainty to financial empowerment.
I was born and raised in Jersey City, NJ, just across the river from Wall Street, in a community where resources were limited but hope was abundant. At 21, I enlisted in the U.S. Navy, where I learned the values of Honor, Courage, and Commitment—lessons that continue to guide my life and work.
After my service, I faced real-world challenges as an auto technician trying to provide for my family. One defining moment—selling my car to keep a roof over my daughter's head—sparked a mission within me: to master personal finance and help others do the same.
I immersed myself in financial education, learning from books, mentors, and hands-on experience. That journey led me from near homelessness to managing a startup and eventually investing in my own ventures.
Today, I work with people from all walks of life—young professionals, growing families, retirees, and entrepreneurs—who want more than just financial stability. Whether you're just starting out, rebuilding, or planning for retirement, I'm here to help you turn your Pursuit of Happyness into a reality.
Professional Designations
The CRPC® program enables experienced advisors focused on retirement planning to define a "road map to retirement" for their clients. There is a focus on clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning. The CRPC® professional designation program provides practical knowledge immediately applicable to this evolving planning niche.
*CRPC Designation Course - CFFP
The SE-AWMA® designation program provides advisors with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. This program covers qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning.
*Sports & Entertainment Accredited Wealth Management Advisor Program
Ready to Start the Conversation?
Whether you're just starting out or planning your next chapter, I'm here to help you build a financial future rooted in purpose and clarity.