I am a Charlotte, NC transplant after having spent 31 years in the New Jersey/New York area. 

I graduated from Fordham University in New York with a business degree focus in finance. I have extensive experience in the financial industry over the last 10+ years, having served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina where I was most recently a Vice President at Bank of America.

I am a CFA® Charterholder and CFP® Professional. Building upon extensive experience in institutional banking and investment management operations, I transitioned into independent financial advising because I wanted to truly make a positive impact in people’s lives. Leveraging the knowledge and skills I have obtained throughout my career, I now apply my passion and expertise to help young professionals and families develop personalized financial strategies tailored to their unique goals so they can live a life they have always intended to live.