My career has been rooted entirely in financial services, with the majority of my time spent in wealth management. I began as an advisor with no clients and no revenue, a humbling start that, at the time, felt uncertain but ultimately laid the foundation for everything that followed. Those early years shaped how I think, how I listen, and how I work with people today.

Over the years, I’ve had the opportunity to build boutique firms from the ground up, develop the infrastructure that supports them, lead and grow multi-billion-dollar divisions, and contribute to numerous regulatory and legal matters. Each experience added perspective, discipline, and respect for the complexity of the environments in which our clients operate.

What I’m most proud of, however, and what gives my work meaning every day, is the opportunity to assist and guide other entrepreneurs and professionals as they navigate their own business challenges. Helping others gain clarity, make informed decisions, and move forward with confidence is what continues to motivate me.

If you’re open to a conversation about how we might work together, I welcome the opportunity to connect directly. I’m confident it will be a thoughtful and meaningful discussion.