MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere of mutual trust, integrity and respect.
My client-first commitment to you begins by focusing on your specific needs and risk tolerance. As we discuss these issues, we’ll work together to evaluate your current financial picture, along with your goals and aspirations. Each of these steps will help us develop an investment plan designed specifically for you, while educating you about your plan including breaking down concepts you may be unfamiliar with.
A carefully crafted investment portfolio will be created based on your input and my research. Your portfolio will be both strategically and tactically managed as we move through different market and economic cycles and events.
While saving and investing is extremely important, my goal for you is to help you manage the future but also enjoy the present.
MY BACKGROUND
I joined the financial services industry in 2006 after graduating from college. During that time, I completed my finance degree while working full time as a mortgage lender. Looking back, I couldn’t be more grateful for that experience. Being involved in and going through the second-worst recession in history provided a great deal of context concerning managing risk.
Upon graduation, I spent the next 16 years of my career working in asset management for Legg Mason and Franklin Templeton as a consultant to financial advisors. I’ve partnered and worked with financial advisors at almost every advisory firm in the industry, focusing on asset allocation/investment ideas, practice-management tools, and client management strategies.
In 2022, I decided I wanted to work more directly with clients versus helping financial advisors with their businesses and joined the team at Benjamin F. Edwards in Danbury, CT. Edwards is a firm known for its world-class service and client-first approach that have been part of how the Edwards family has done business for more than 130 years.
My wife, Lygia, and I live in Norwalk with our two children, Mila, and Nikolas. In our spare time, we try to travel the globe as much as possible to show the world to our young children.
AREAS OF CONCENTRATION
- FINANCIAL PLANNING STRATEGIES
- INVESTMENT PLANNING STRATEGIES
- RETIREMENT PLANNING
- ESTATE PLANNING STRATEGIES
- CASH MANAGEMENT
- PORTFOLIO MANAGEMENT
- INSURANCE/ANNUITIES
- EDUCATION SAVINGS INVESTMENT STRATEGIES
EDUCATION AND CREDENTIALS
Central Connecticut State University, bachelor of science degree in Finance Series 7, Series 65, Series 63 securities licenses and life and health licensed 2023-0793