I've helped a variety of working professionals in big tech, streaming media, and diversified computer systems where I've been responsible for delivering everything from investment portfolio design to financial planning integration. I connect with my audience across different mediums, including interactive visualizations that empowers client engagement and transforms financial jargon into relatable and compelling stories.
Beyond my practice as a CERTIFIED FINANCIAL PLANNER professional, you can find me teaching Catechism at St. John Neumann, traveling with my wife and two daughters, and enduring more than twenty-five years of bleeding the orange and blue #Knicks. We welcome the opportunity to earn your confidence in our abilities as your trusted adviser.
Beyond my practice as a CERTIFIED FINANCIAL PLANNER professional, you can find me teaching Catechism at St. John Neumann, traveling with my wife and two daughters, and enduring more than twenty-five years of bleeding the orange and blue #Knicks. We welcome the opportunity to earn your confidence in our abilities as your trusted adviser.
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