I have spent my entire 28-year career in the financial service industry dedicated specifically to wealth management. I began my career in 1988 and have worked at Merrill Lynch, Smith Barney, UBS, Wells Fargo, and RBC Wealth Management. The combination of my experience at various firms and my ability to successfully steer clients through two recessions and a financial crisis has created a deep passion and perspective in the ever-moving global economy.
Through a team of specialists and RBC Wealth Management research, I explore every opportunity and help clients feel comfortable with traditional and non-traditional solutions. Whether it’s investments, income strategies, estate preservation, lending or small business retirement plans, I can critically weigh the various possibilities and develop an economic and fiduciary driven plan.
I graduated from Fordham University with a degree in finance. I have passed the Series 7, 63, and 65 exams and hold my life, health and long-term care insurance licenses.
