Whether it’s developing a financial strategy, creating a customized executive benefits program for a business, or preparing a detailed asset allocation analysis, my mission since day one has been a simple one – to provide forward-thinking and cost-effective financial strategies to help my clients achieve their financial goals.
My success has been built on my commitment to professional excellence and integrity, along with constant pursuit of open communication and an in-depth understanding of each of my client’s unique financial needs. That coupled with my credentials, experience and disciplined approach, allows me to deliver on my promise of personalized service and provide an added level of comfort and confidence to my clients.
Committed to my industry, I am both a Financial Advisor as well as a Certified Financial Planner ™ professional holding FINRA’s Series 7, 66 and 24 licenses. In 2011, I was awarded the top honors as the leading developing financial professional of the Retirement Benefits Group, which provides wealth management services and financial education to help those who serve and build our communities meet their retirement needs.
My dedication and adaptability to the ever-changing financial needs of clients has gained me a coveted spot in both Phoenix and Boston magazine as a 5-time recipient of the Five Star Wealth Managers award which is this awarded to a select group, representing less than 2 percent of the wealth managers in the Boston and Phoenix area. My most recent accomplishment has been being published in Fortune Magazine’s “40 under 40”.
I am a graduate of Suffolk University with a degree in Business Administration. Along with financial excellence, I am also committed to my community. I currently serve on the board of Angels on Patrol in Arizona which is a non-profit organization committed to helping officers help make a difference and change the lives of the people in the community around. In addition, I have served as a mentor to high school basketball players in Lawrence, Massachusetts.
CFP® and CERTIFIED FINANCIALPLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.