“Qui n’avance pas, recule,” is a proverb in my native French tongue that speaks to the importance of continual evolution and improvement. As a global citizen, I am driven by the desire to leave the world a better place. That, in part, is why I focus on how comprehensive wealth management strategies can help my clients make a lasting impact on their families, their communities and their world.
As an advisor, I’m both fascinated with and challenged by the constant evolution of the financial markets. My nearly 30 years of financial services experience, coupled with my diverse and multicultural upbringing, has taught me that there is almost always more than one solution to a problem. Individually tailored growth- and preservation-oriented portfolios are the tools I use to help my clients solve their financial needs.
In my time off I enjoy playing tennis (a true passion); reading and traveling.
Securities Agent: MN, ME, IN, PA, NY, OH, MI, LA, IL, TX, CT, SD, NM, CA, WA, DE, DC, AZ, FL, NJ, NC, CO, RI, NH, MD, MA, GA, VA, PR, ID, WV, VT, SC, OR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2314998