I launched my career in the financial services industry in1998 at Wachovia Securities. Since then I have worked at Morgan Stanley, Wells Fargo Advisors and I enthusiastically joined LPL Financial in February 2020.
By working as the primary touch-point for clients, I perform onboarding, and all other client-centric responsibilities. I remain fully committed to helping clients with a broad number of wealth management needs. I enjoy building and maintaining strong client relationships while providing them with professional, concierge-level service.
I have many passions with include the beach, travel, cooking, and hiking. I also volunteer coaching my son’s sports and enjoy going to his sporting events. I live in Bergen County with my son.
Favorite quote: “You miss 100% of the shots you don’t take”
Favorite food: Sushi
Favorite film: The Notebook
Team: Minnesota Vikings