I have always been driven by a deep desire to do right and serve others. In my former career as a nonprofit professional, this meant supporting underserved populations and giving back to my community. I've carried this service mindset into my work in the financial services industry. As a fully licensed Financial Advisor, my goal is to serve you--your goals, dreams, hopes, and needs. I assist my clients personally and holistically with every single resource that New York Life has to offer. Whether it's protecting wealth with insurance, building wealth with investments, or preserving wealth in retirement, I can help you plan for every conceivable life change and financial event in your life. Together we can create a sensible financial strategy that is perfect for you.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.