I began my career in the financial services industry in 1999, right after college with a degree in management. After working with three nationally recognized investment firms I landed my dream position with C.I.G Private Wealth Management as a Wealth Management Advisor. My background in the industry consists of wealth management, portfolio management and operations which gives me a unique perspective of all sides of our business.
My passion is to work closely with clients to help them prioritize their goals and create effective financial plans that guide them to achieve their dreams and goals. I enjoy helping clients better understand how to manage their portfolios through education and consistent communication.
My most cherished time is spent with my family. My daughter Ava and I have been skiing since she was four years old and have visited most mountains in New York and Vermont. My son Will and I love to fish and go tubing out on the lake. When not spending time with the kids I enjoy sport fishing, skiing, and golfing.
What is your favorite outside-of-work activity?
My favorite activity outside of work is spending time with the kids.
What is something you think everyone should do at least once in their lives?
I think everyone should travel abroad at least once in their lifetime. Experiencing different cultures, I believe, is the best way to enhance your own.
What would people be surprised to learn about you?
One thing people would be surprised to learn about me would be that I am on a competitive sailing team. I grew up boating and sailing on the Hudson River (NY) and Narragansett Bay (RI). Since I was very young and till this day, we have always had a boat in the family.
