I joined the IWM Partners family in June of 2019 as a Paraplanner before settling into the role of LPL Wealth Advisor. Licensed and active in the financial industry for over 5 years, I have built a skillset of working with advisors to help their clients better understand their finances, utilizing internal research to provide relevant and unique education, while striving to position them for holistic financial success. My exposure to modern contemporary investment options allows the firm to be well versed and enhance the capacity to which we service our clients. I strive to assist in personalizing the financial education to best fit the needs and wants of clients by addressing the entire picture of yesterday, today, and tomorrow.
I graduated with a Bachelor of Science degree in Business Administration from Plattsburgh State University, located in upstate New York. In addition to academics, I also played baseball for the Cardinals, patrolling the outfield for 4 years.
I moved from Saratoga Springs, New York 5 years ago to Newport Beach, California where you will find me enjoying the warmer weather, golfing, and surfing.