I am originally from in Orlando, Florida, where I was continuously surrounded by people of diverse cultures and personalities. It served as the time in which I developed an appreciation for my heritage and a deep passion for soccer. In addition to my hometown, I have had the opportunity to grow and learn from others in various parts of the United States and internationally in countries such as Germany and Spain. Through these experiences I have become comfortable interacting with people of all backgrounds and quickly accommodating to change: two attributes I believe are the cornerstone for anyone seeking to create or build a business.
I completed high school at Shattuck-St. Mary’s School of Excellence and continued my education at Winthrop University from where I graduated with a Bachelor of Science in Finance with a concentration in Personal Financial Planning while competed in Division I NCAA soccer. During college, I was able to merge my ever-growing knowledge of financial planning in the classroom with the strong work-ethic and leadership skills I developed on the soccer field. Following graduation, I applied these assets at the corporate level with Vanguard, where I assisted clients with inheritances for a short time before leading
a client-facing crew on the brokerage side of the business. I have since transitioned to my current role as a financial planner at a registered investment advisor, Financial Plans & Strategies. We actively manage and advise hundreds of families across all careers, cultures, and socioeconomic classes throughout the country. My personal and professional experiences have taught me the importance of being a lifelong learner. I strive to provide personal consulting that will help entrepreneurs of achieve their business goals. I hope to work as a team to turn ideas into realities and build long-lasting relationships throughout our time together. Please reach out to begin this relationship and continue to work towards your personal and entrepreneurial goals.