Growing up in Las Vegas, I was raised with a great sense of “hospitality.” My mother ran a restaurant in Las Vegas and was constantly welcoming people into our home to enjoy my grandmother’s abundant Italian cooking. I was always surrounded by lots of people and quickly became known as a “back of the kitchen kid.” As I grew older, a love for finance developed, but I never lost my heart for hospitality.
Fast forward 20 years. My wife Danielle and I were gifted a meeting with a financial advisor. Going through this process brought a sense of financial confidence to us as we started planning for our future together. I quickly realized, as a financial advisor, that I too would have this opportunity to work with families, bringing that same sense of financial confidence that my wife and I experienced first-hand. My calling to finance solidified alongside my passion for hospitality, and my vision to combine the two was born.
My mission as a financial advisor is to provide financial education to families and individuals while also providing the same level of hospitality that was instilled in me as a youth.
On a more personal level, I was born in Boston, raised in Las Vegas, and then moved back to Boston at age 21 to serve in a local church. I graduated from Bentley University with my B.S. in Finance, concentration in Financial Planning, and a minor in Law. I currently reside in Fenway with my wife, Danielle, who is studying for her Doctorate in Nursing Practice at Johns Hopkins University. In my spare time, I love traveling with Danielle, playing sports, and mentoring young adults in the Boston area.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. FL Insurance License #W614158.