As a wealth advisor, what I enjoy most is helping clients make intentional, informed decisions about their financial future. Wealth management goes far beyond just managing money—it’s about building a strategy that aligns with each client’s unique goals, values, and long-term vision. I find it incredibly rewarding to guide individuals, and families through complex financial landscapes, whether that means growing their investment portfolios, planning for major life events, or preserving wealth across generations.

What draws me to investment management in particular is the blend of strategy and discipline it requires. Markets are always changing, and I enjoy the challenge of staying ahead—analyzing risks, uncovering opportunities, and adapting portfolios to keep clients on track. But just as important is the relationship side of this work. Being a trusted advisor means truly understanding my clients and walking with them through the ups and downs—not just as a financial expert, but as a long-term partner in their success.

As a wealth advisor, my goal is to help clients grow and preserve their wealth with purpose and clarity. I work to ensure that every financial decision—from investment strategy to risk management—is aligned with their broader life goals. Beyond accumulating wealth, I focus on creating a plan that supports long-term financial independence and provides a clear path for transferring assets to future generations.

Estate planning is a key part of this process. I help clients develop thoughtful strategies to protect their legacy and ensure their wishes are carried out efficiently and meaningfully. Whether it’s providing for loved ones, supporting charitable causes, or passing on values through generational planning, my goal is to help clients leave a legacy they can be proud of—one that lasts well beyond their lifetime.

I’ve gained valuable experience in the wealth management industry through roles at two prior firms, ranging in size from $400 million to $9 billion in assets under management. This exposure to both boutique and large-scale advisory practices has given me a well-rounded perspective on client service across diverse financial needs.

While my background spans multiple areas of wealth management, my primary focus is investment management and portfolio trading. I specialize in building and implementing client portfolios, with an emphasis on equity and fixed income strategies. My role includes executing trades using techniques like direct indexing, rebalancing, and tax-loss harvesting to help clients manage tax exposure while staying aligned with their goals.

I hold a Series 65 license and earned a Bachelor’s degree from La Roche University, double majoring in Finance and Business Management. I’m currently pursuing my CFP® certification through Northwestern University’s Dalton Education program.

I’m an active member of Edgewood Country Club, where I enjoy expressing my passion for golf. I live in a close-knit community in Robinson, PA, where I’ve built strong relationships with my neighbors and often spend time together relaxing by the pool. I’m also a practicing Catholic and a member of Our Lady of Grace Church – St. Michael the Archangel Parish in Scott Township, PA.

Outside of work, I share my life with my girlfriend of four years, Alyssa, who is a dedicated nurse, and our energetic two-year-old puppy, Gia. In my free time, I enjoy golfing and traveling—two passions we love to share. Alyssa and I make it a point to explore new destinations a few times each year. One of our favorite trips so far has been to St. Martin, especially the beautiful Anse Marcel Beach—a spot we highly recommend. If you have any travel suggestions, we’re always looking for our next adventure!