Experience & Background
I bring 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional and recently joined the ranks of independent advisors after serving clients at New York Life and J.P. Morgan Chase. Over the course of my career, I’ve worked with a wide range of individuals and families, helping them organize their finances, understand their options, and move forward with confidence. My core areas of focus include retirement income planning, tax and estate strategies, investment management, and wealth protection.
Planning Philosophy
I work with clients who have a vision for their future and partner with them to build, refine, and maintain comprehensive financial plans. My approach is centered on helping clients make smarter decisions through life transitions, market cycles, and an ever-evolving financial landscape. I believe the best planning comes from listening closely, being honest about trade-offs, and revisiting the plan regularly so it stays aligned with what matters most as life changes.
Outside the Office
Originally from Connecticut, I’ve called Southern California home since 2007 and now live in Little Italy, San Diego. When I’m not working with clients, you’ll often find me playing basketball, traveling, or spending time at the beach. I enjoy staying active, exploring new places, and taking advantage of everything the Southern California lifestyle has to offer.
Fun Fact
Living in Little Italy means I’m always on the hunt for the perfect combination of great coffee, good food, and a walkable neighborhood, and I rarely miss an opportunity to combine all three after a day on the court or at the beach.