My mission is to transform the world of traditional financial advice through a Life-Centered Planning approach for my clients. I have a different background than most financial advisors. I studied at Yale and was their Varsity Ice Hockey Goaltender from 2006-2010. I then moved to Europe where I played professional Ice Hockey while earning my first Master Degree at SciencesPo Paris and worked at the US Embassy in Paris, France. Whether its backstopping my team in net as a goalie or serving my Country at the Embassy, it has always been my nature to protect the people I am closest to. It only seemed natural to me when I retired from hockey I enter the financial services industry. I worked for Deutsche Bank and Merrill Lynch, where I experienced what traditional financial services was like for clients. I since came to Citibank in 2019 to provide a different kind of service. One that has a complete focus on helping clients to identify, achieve and maintain their desired lifestyle and to assist clients in finding “their Number” - the amount of money they need to live the life you want without fear of running out of money.��My Life Centered Planning approach has me wholly invested in the well-being of my clients and changing lives has become part of my daily routine.�
I still enjoy playing hockey weekly, and am studying for my second Masters in the Executive Program at the Marshall School of Business at USC.
