I’m an enthusiastic lifelong learner, constantly honing my skills in the world of wealth management. You could say I speak the language of investment management fluently, capable of conversing with specialists in any field—think of me as your financial polyglot. It’s a point of pride for me to stay educated and engaged, not just for my own benefit, but to connect deeply with others and provide the best service to my clients. I appreciate quality over quantity when it comes to relationships.
My adventure in finance began at Bryant University in Rhode Island, where I earned my degree in 2006. I have an enduring passion for education, which has driven me to delve deeply into the field of finance. Along this journey, I have earned several prestigious designations, including the CFA®, CFP®, ChFC®, and CIMA®. Each of these credentials has provided me with valuable knowledge and perspective, fueling my ongoing pursuit of mastering this craft of wealth management.
Currently, I’m diving into the world of taxation with a master’s degree in progress and a CPA on the horizon. I’m determined to become fluent in tax and estate planning to help our multi-generational families effectively transfer wealth. Within the context of all things financial planning; I absolutely love dissecting portfolio construction methods and deciphering how the macroeconomic environment influences capital markets. It’s like solving a giant, ever-changing puzzle.
So, why do I do all this? Because I genuinely enjoy it and because it helps me serve my clients with the utmost expertise and care. I’m here to make sure your financial goals are not just met but exceeded, with a touch of humor and a lot of dedication.