Hindsight is 20/20. I learned from a young age that anything can happen and it's best to be prepared. My father was a great example for our family – he was always prepared for the unexpected. Through the curveballs that life throws, he made sure our family was well taken care of. As a financial advisor, I want to help clients carry that kind of discipline so they never have to look back, wishing they'd taken steps earlier to be prepared for whatever comes their way.

As a financial advisor, I'll help you thoroughly explore where you want to be and create a financial strategy to help you get there. I'm a firm believer in a disciplined, diversified approach to investing based specifically on your goals. Then when the news touts a trendy new investment or there are questions on returns, we'll have your home base – the goals you've set for you and your family – to make sound decisions about what's in your best interest.

I love my work and, on some level, have long known this is what I wanted to do. Growing up, our neighbor was a financial advisor. During high school, I worked for him answering phones and greeting clients. I looked up to the people in his office, I liked the relationships with clients and I could see that their work mattered. I wanted to be like them.

Today, my Branch Office Administrator Reem Morcy and I work in partnership for your best interests. My role is to make sure your goals are possible while hers is to cross the t's and dot the i's that keeps the ball rolling toward those goals. We work with clients to add value, whether it involves building wealth, transitioning real estate assets into retirement income or living in retirement.

Outside of work, my longtime girlfriend and I are dog lovers. We have one of our own and are fostering (and will likely adopt) one from the shelter where we do volunteer work. I am a diehard fan of the English Premier League and NBA. I myself dabble in hockey on a men's league as well as in tennis and soccer.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 07:00PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun By Appointment Only

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