I am originally from a small-town of 1700 people in the state of Connecticut. Growing up in a small town taught me the importance of hard work and discipline. I joined SixPoint Financial Partners to focus on serving a smaller group of clients which would allow me to spend all of my time and energy into those clients. I am currently enrolled in the CFP® (CERTIFIED FINANCIAL PLANNER™) Curriculum at The College For Financial Planning.
I take tremendous pride in doing what is best for my clients at all times. I go through an initial and ongoing collaborative journey with my clients where we define and prioritize financial goals throughout life’s various stages.
Being able to communicate relatively complex financial and investment concepts in a clear and digestible way to clients.
Helping clients to always have a long-term view on their investments and financial plan.
Having the ability to build relationships and trust with new prospective clients by taking them through the SixPoint financial planning process.
As a former NCAA D1 athlete, I learned the importance of being a good partner to my teammates and helping them succeed. I’ve used this same mentality as a financial advisor and now every client relationship as a partnership with our firm as we help them achieve their financial goals.
I currently reside in Boca Raton, Florida. I enjoy traveling to other countries and learning about different cultures, trying new food and drinks and will make time to watch a soccer game if possible.
I am early riser in the morning and also enjoy being active and completing a 5K run every day before I head into the office. I am constantly reading about market and investment trends that may be relevant to my clients.
