During the Great Recession in 2008, I saw firsthand how bad advice, or lack of advice period, could devastate a family financially. Because of that experience, I decided to work with individuals and their families to help guide them on their financial journeys.
I provide a full suite of financial services to my clients, including wealth planning, asset allocation, alternative investments, and banking & lending through our affiliates. My greatest joy comes from cultivating deep-rooted relationships and helping clients toward financial peace of mind – knowing they can look to my guidance to help build the life they want to live, the way they want to live it.
I joined RBC Wealth Management in 2022 as a financial advisor. I began my career in finance in 2016 as a branch banker at BB&T Bank (now Truist), where I was promoted to the Scott & Stringfellow Wealth Brokerage, serving as a client service associate and a financial planning officer.
I have passed the Series 7 and 66 exams, hold life and health insurance licenses in Florida and maintain the Accredited Asset Management SpecialistSM (AAMS®) designation, which encompasses training in investments, insurance, tax, retirement and estate planning services.
I graduated from Kennesaw State University in Kennesaw, Georgia, with a bachelor’s degree in modern language and culture, focusing on Spanish and Italian languages. I then took an internship at the Cato Institute in Washington, D.C., working in their Foreign & Defense Policy department. That was when I first started paying attention to markets, and applying my knowledge of economics and global policy.
Born and raised in Georgia, I moved to Florida in 2016 and have lived in Wellington ever since. I'm active in the community and a member of the Rotary Club of Wellington, the Central Palm Beach Chamber of Commerce, the Hispanic Chamber of Commerce and the Friends of the Uffizi Gallery of Florence, Italy (based out of Palm Beach). In addition to helping people in the community, I enjoy visiting parks and wildlife sanctuaries in my spare time.
