Owner, Chief Operations Officer & Chief Compliance Officer

32 years

Industry experience

Why I Got Into This Business:
As every parent can attest, I wanted more for my children.  After the birth of my firstborn, I found a job in banking and discovered my love for accounting. This job paved the way for a journey of true self-discovery, revealing my passion for systems operations, trading, and above all else helping people.  While my work is mostly behind the scenes, I’m delighted to add value in an area I truly love and play a part in helping our clients and their families work towards their financial dreams.            

Community & Charity Involvement:
St. Sebastian Catholic Church – Choir Member

Favorite Quote: 
“You only live once, but if you do it right once is enough” – Mae West