Certified Financial Planner

• Jun 2022 - Present

As an independent financial planner operating my own Registered Investment, I help individuals and families prepare for and maintain a successful retirement. My financial planning services aim to provide my clients with confidence, clarity, and peace of mind. My core services include investment management, retirement income planning, tax planning, social security planning, and Medicare planning. As an independent financial planner operating my own Registered Investment, I help individuals and families prepare for and maintain a successful retirement. My financial planning services aim to provide my clients with confidence, clarity, and peace of mind. My core services include investment management, retirement income planning, tax planning, social security planning, and Medicare planning.

Associate Vice President

• Jan 2022 - Jun 2022

As an AVP I took on more leadership responsibilities predominantly in the form of training incoming associates, and driving coverage strategy based on market conditions.

Senior Associate

• Feb 2020 - Jun 2022

Supported institutional investors in the investment research process. Areas of experience include equity investments, credit risk assessment, private equity due diligence, and financial modeling.

Associate

• Aug 2018 - Feb 2020

Wealth Management Associate Advisor

• Aug 2016 - Aug 2018

Supported and advised high net worth individuals in navigating their financial lives. Areas of experience include investment management, financial planning, tax planning, social security planning, business transition planning, and legacy planning. Supported and advised high net worth individuals in navigating their financial lives. Areas of experience include investment management, financial planning, tax planning, social security planning, business transition planning, and legacy planning.