My fascination with financial markets began early, watching my older brother navigate six monitors of charts as he traded commodities. That spark led me to a career in wealth management and investment research that I formally began in 2015 as an Analyst at Edward Jones, before advancing to BNY Mellon Wealth Management. I later served as an Investment Strategist at UNUM and most recently led all equity research and investment management at a large advisory firm.
Over the course of a decade, the most rewarding work has always come back to the same thing: helping individuals achieve financial success. I believe investments are one set of tools within a broader, deeply personal financial plan — and as a fiduciary, my commitment is to select the right tools and always act in each client's best interest, at every stage of the investment process.
I am a CFA charterholder and hold a Bachelor's degree from Boston College. I am a member of both the CFA Institute and the Tampa Bay CFA Society. Originally from Colorado, I currently live in South Florida with my fiancé, Melissa. Outside of work, you will likely find me on the ice rink or spending time with my family.