Working for one of the world’s largest financial firms, I can offer you a hardworking professional who takes great pride building relationships based on trust to assist you in simplifying the custom management of your financial life.
Subsequent to my college graduation, with a Bachelor of Science Degree in Business Administration, I gained an understanding and appreciation for physical work. For several years, I worked for a civil construction company where I developed a desire to save my hard-earned money and invest it appropriately to grow for my future. I soon realized my true passion is to comprehend the financial markets and help others understand these dynamic markets by sharing my knowledge with them. Now that I’ve been in the industry for several years, I make it my mission to help clients navigate the vast world of investments.
The decision to build my business in Rutland came easy to me, as I am indigenous to the area and have strong roots here. Giving back to the community is very rewarding to me as I now want to play a role in keeping the Rutland area a favorable place to live and raise children.
In addition to being a golf enthusiast, I love the outdoors and believe strongly in leading a balanced life. I also enjoy skiing, traveling, working out and spending time with family and friends.
Services Include
- Financial Planning
- Retirement Planning
- Professional Portfolio Management
- Asset Management
- 401(k) Rollovers
- Corporate Retirement Plans
- Fixed Income
- 529 Plans
- Life Insurance
- Long Term Care Insurance
- Cash Management and Lending ProductsFootnote9
Securities Agent: NH, ME, WV, MA, FL, RI, OH, NJ, CO, MN, CT, WA, VA, TX, SC, NY, MI, NV, NC, CA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1395438