Managing Director, Strategies for Wealth
Not many people can say that they’ve been a professional ballet dancer, sous chef at one of New York City’s hottest restaurants and partner at a premiere financial planning firm. My unusual career path has been paramount to my success, teaching me how to offer unique perspectives, follow my instincts and build authentic relationships regardless of my environment. I strongly believe that anything is possible, especially if you surround yourself with people who are wholly committed to creating value for others.
I am immensely proud of the work we do at Strategies for Wealth and the lives we’ve helped improve in the process. As a firm leader, I help provide our financial professionals with the tools and knowledge to help their clients gain financial confidence. I do this by focusing my efforts on finding and developing new talent—individuals with a history of success and who see their future as bigger than their present.
When I’m not working, you will find me honing my culinary skills at home or spending time with my wife and three children. After completing the 2007 Iron Man Triathlon, I remain an avid runner and cyclist. I enjoy my time on the golf course and I’m proud to share that my father-in-law is the 1973 Master’s champion.
Among these talents, I most enjoy connecting with people to build genuine and meaningful relationships. By helping our employees become the best version of themselves, I know that I’m helping them uncover and nurture their own unique talents.