I believe that everyone has a superpower. Mine is building strong connections with people of different personalities and backgrounds. My varied professional experiences in education, sports and financial planning and passion for sports, travel and literature have provided unifying common ground to forge the most authentic relationships possible. By helping people understand what they want out of life and connecting the dots between who they are and what may be holding them back, I encourage others to be their best self.
As a Managing Director at Strategies For Wealth, I help lead the firm’s recruitment initiatives and work one-on-one with new financial advisors to help them develop a positive mindset and smart business habits to build their practice and grow as humans. By tailoring my leadership style to meet each individual financial advisor’s wants and needs, I help propel them to want and achieve more for themselves, their families and their clients.
In my own practice, I help my clients build a financial plan that will help them save more and prepare them for whatever threats, obligations and opportunities come their way. Guided by a protection-first philosophy, my goal is to provide my clients with financial balance and the freedom to accomplish their biggest goals.
I am especially proud of the outstanding culture and reputation we’ve built at Strategies For Wealth. The idea that “a rising tide lifts all boats” is indicative of the collaborative, people-first mentality that our leadership team prioritizes.
Of all of the relationships I’ve nurtured over time, my favorite is the one I have with my wife Selene and children Jade and Dylan. There is nothing better than watching my children shape their identities and contribute to the world. Although if the Knicks actually win a championship, that would be a close second.
What is your unique ability? Please reach out and let me know. I can’t wait to make my next new connection.
Registered Representative & Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0G64811