About Me
While attending Holy Cross High School in Queens, NY, I was honored as Student of the Year by the Rotary Club and volunteered at Covenant House NY. My volunteer experience led me to advocate for homeless youth, and I addressed a United Nations committee on behalf of homeless children around the world.
I completed my undergraduate degree at Fordham University’s Gabelli School of Business in the Bronx. During college, I served as the vice president of the Economics Club and on several committees for the Fordham Credit Union, Debate Team, and Equestrian Team.
After graduating from Fordham University’s Gabelli School of Business, I started my career as a Financial Advisor at Morgan Stanley. Then joined Gilman & Ciocia Prime Capital Services, which later merged with National Securities and then B. Riley Wealth.
I take the time to get to know my clients and understand their goals so I can support their financial needs through life’s different stages. I pride myself on building and implementing comprehensive investment strategies and solutions designed to support my clients’ unique financial needs. I focus on retirement and financial planning, and developing tailored tax-efficient investment strategies for my clients based on their unique circumstances.
Away from the office, I am a member of the Knights of Columbus and Elk Society, giving back to the community and helping those in need. In my free time, I enjoy traveling, watching sports, and supporting the arts.
I invite you to explore my website and learn more about my firm and the services we offer. Please contact me to schedule an appointment to discuss how I can help you achieve your personal financial goals.