

Most people assume I became a financial advisor because I love numbers, spreadsheets, and stock market picks. But that’s not why I do this. I’m here because I thrive in the moments when people need calm the most. My job isn’t just about finances—it’s about leadership, about being the steady hand when life turns upside down.
I learned this lesson early.
After graduating from the Naval Academy, I became a Marine, tasked with coordinating every aircraft and drone in a vast and unpredictable battlespace. Some missions were routine—moving materials, transporting troops—but...
Monday – Thursday: 8:30 a.m. – 4:30 p.m.