Upon graduating from the University at Buffalo (BA Economics ’92) I went to work in the financial services industry and have been at it ever since.
Prior to joining Raymond James as an independent financial advisor in 2012 I spent the previous 14 years at JP Morgan Chase. I currently hold the following industry licenses, series 7, 8, 24, 63 and 65 as well as the CERTIFIED FINANCIAL PLANNER™designation.
I love what I do and cannot imagine doing anything else as a career! I am fortunate to have met many wonderful people over the years and become very close to many of them.
Going independent with Raymond James Financial Services was a great decision for me. I can serve my clients exactly how I want to but with the backing of one of the strongest financial firms in the country.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.