Private Wealth Advisor & LPL Registered Representative
“Tell me who you walk with and I’ll tell you who you are,” is a quote from Esmeralda Santiago that embodies how I approach my first conversation with a client. I value deep relationships with people, their families and friends, and the professionals they choose, besides myself, to help guide them in their journey.
Before joining Potentia, my background in the financial industry included my experience at Merrill Lynch, corporate capital raising, business management, and business development. I relish opportunities in helping both individuals and business owners create a path, build that path, and one day walk on it.
As a Private Wealth Advisor for Potentia supporting my own clients, I also serve as a Product Specialist serving other Potentia Advisors and their clients. When out of the office I enjoy spending time with my beautiful wife, conversing with my father, and playing tennis.
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