I focus on understanding your goals and where you want to go. I use my financial planning knowledge to develop recommendations for your situation, lay out pros and cons of various strategies, and break down your path forward in an easy-to-understand way.
While working in investment banking at Morgan Stanley, I became more interested in the personal side of finance rather than the corporate side. That passion led me on a path to learn everything I could about personal finance and become a financial planner.
New York University
Certificate in Financial Planning
Carnegie Mellon University
Bachelor of Science in Business and Economics