From a high school age, I developed a passion for personal finance, recognizing its crucial role in shaping individuals' lives, yet noticing the lack of adequate education around it. My parents and grandparents played key roles in helping me to develop my interests. Over time, this interest expanded into a deep fascination with investing and understanding how markets function. My goal is to play a key role in safeguarding and growing our client’s wealth to help them benefit fully from their hard-earned success.
I graduated from West Chester University with a degree in Finance and was actively involved in the university’s investment club, where we managed an endowment. After graduation, I joined a leading FINTECH wealth management firm that provides software and services to financial advisors. In my prior role, I was part of the trading team responsible for overseeing 1.9 million accounts and managing over $500 billion in assets under management (AUM). This role underscored the importance of attention to detail and precision, as my work impacted thousands of individuals' financial futures.
I transitioned to Covenant Wealth Strategies in September of 2024. I have earned my Series 7 license as designated by LPL Financial, which provides me with practical knowledge and understanding of the nuances of the industry. I am excited to apply my skills and professional background to help make a real tangible difference in the lives of those around me. Each client has unique aspirations, and I believe that investing is a powerful tool to help them meet those goals. My aim is to become an essential part of their success. Additionally, I aspire to pursue my Chartered Financial Analyst (CFA) designation to deepen my understanding and value that I can directly contribute.
In my free time, I enjoy spending summers in Ocean City, NJ, with my grandparents. I also enjoy snowboarding in the winter with my girlfriend, Taylor and exploring unique ski resorts across the country.