You can independently verify my professional credentials and learn more about my background by following this https://files.brokercheck.finra.org/individual/individual_5499449.pdf This transparency is an essential part of my commitment to you, ensuring that you have full confidence in the qualifications and experience I bring to every aspect of our work together.

My passion for helping others achieve financial success started early. I pursued an education in Finance, Business, Economics, Mathematics, and Public Policy & Administration, which provided me with a strong foundation in financial management, fiduciary responsibilities, and ethical decision-making in financial services.

I began my career at Fidelity Brokerage Services LLC (CRD# 7784) in 2008, where I spent 9 years gaining hands-on experience in wealth management, trust administration, financial advising, and portfolio management. This experience deepened my understanding of the importance of providing tailored, client-centric solutions. In 2017, I joined Morgan Stanley (CRD# 149777) as a regulated broker and investment advisor, further expanding my expertise. In addition to this role, I also maintain my private practice, which allows me to offer customized investment strategies to clients while adhering to the core principles of integrity and transparency.

Throughout my career, I’ve honed my ability to navigate complex financial situations and provide clear, unbiased advice. As a fiduciary, my responsibility extends beyond financial expertise—it's about building trust and fostering lasting relationships. I prioritize your goals, values, and preferences in every strategy we develop together.

As your fiduciary, my primary responsibility is to act in your best interest at all times. Whether you're seeking assistance with financial planning, investment management, estate planning, or portfolio management, I am here to offer expert guidance with clarity, transparency, and a focus on your needs—free from conflicts of interest.

I understand that the financial decisions you make today will impact your future, and I am committed to providing you with expert advice that secures your financial well-being. My fiduciary duty guarantees that your needs always come first, with full transparency and no hidden agendas.

Ultimately, my goal is to create an environment where you feel confident in the decisions we make together. I want you to know that every step is aligned with your best interests, fostering long-term trust and peace of mind.

Thank you for considering me as your fiduciary. I look forward to the opportunity to help you achieve your financial goals and build a secure future.