Personal
I grew up in East Brunswick, New Jersey, and still reside there, cherishing the close-knit community and strong family ties. Family is extremely important to me, and I am fortunate to have the knowledge to guide them toward future financial stability.
After high school, I attended Monmouth University, where I earned both my bachelor's and master's degrees. During my time there, I was actively involved as a Resident Assistant and a member of the Student Government Association. Now as an Alum, I still remain connected to the University.
In my spare time, I enjoy spending quality moments with friends and family, watching my favorite sports teams, discovering new restaurants, and spending time at the Jersey Shore.
Professional
From a young age, I have always enjoyed helping and mentoring those around me. Whether that was during my time as a Resident Assistant or supporting friends, I found it fulfilling to be a positive influence in other's lives. This passion for helping others has been a consistent thread throughout my life, ultimately guiding me toward a career as a financial planner.
As an intern with Northwestern Mutual, my strong passion for helping others with financial planning only grew, and I decided to pursue it as a long-term career upon graduation. Since taking this on full-time, I have been able to work with young professionals, families, soon-to-be retirees, and those already in retirement.
When I work with clients, my mission is to build lasting relationships based on trust, education, and personalized guidance. By focusing on what truly matters to each individual or family, I aim to simplify financial planning and create tailored strategies that help clients achieve their goals and secure their future.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Retirement Planning & Income Strategies
Business Planning
Advisory Services
Estate Planning
Tax-Efficient Strategies
Insurance Protection Strategies