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.
My role at Potentia Wealth is focused on the intricacies of brokerage products including annuities, non-traded products such as REITS and BDC’s, Structured Notes and working with individual stocks and funds on a transactional basis.
Before joining Potentia, I served at Merrill Lynch and primarily focused on 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 then one day, walk on it.
When out of the office I enjoy spending time with my beautiful wife, conversing with my father, and playing tennis.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.