Associate Wealth Advisor
Originating from Dublin, Ohio, I began my journey with the firm as an intern in May 2021 and transitioned to a full-time role in June 2022. Before this, I pursued my finance degree with a focus on financial analysis at the University of Massachusetts – Amherst. During my time at UMass, I dedicated myself to the Men's Lacrosse program, playing as a goalie for four years.
Upon joining the firm, I successfully cleared the SIE, Series 7, & Series 66 Exams, now holding the position of Associate Wealth Advisor. Beyond these securities qualifications, I also possess an Ohio Accident, Health, & Life Insurance License. My role involves collaborating with advisors to grasp clients' lifestyle aspirations and objectives, crafting financial strategies, supporting investment research, and managing data interactions with clients. I aspire to earn the Certified Financial Planner (CFP) designation in the upcoming years to enhance my capability to address clients' intricate financial scenarios.
My enthusiasm for this profession stems from a deep-rooted belief: meticulous planning today can pave the way for individuals and families to realize their financial aspirations tomorrow.
Outside of work, I'm passionate about running marathons and cherish moments with friends and family. I'm also a sports enthusiast, with a special fondness for the Cleveland Browns.