Born and raised in Fairbanks, Alaska, I have come a long way from my humble beginnings. I am a New York City resident, who specializes in working with business owners and high earners to customize financial and investment strategies built around their lives. My client-centric approach is unique to each client, and I strive to deliver an exceptional client experience.
I began my journey in the investment world by attaining a Bachelor of Science in Business Administration with an Option in Finance from California State University, Fresno. I have always been fascinated with the capital markets and being a student of how they work. I began my career in Private Wealth Management in the Fresno, California area, where I worked with hundreds of clients for a number of years before relocating to New York City in 2010.
Since relocating to NYC, I have worked for a number of financial institutions ranging in size from Fortune 500 to startups. Over the years, I have worked with Prudential Financial, Waddell & Reed, AIG, and UBS. I have also earned my Executive Master of Science in Financial Statement Analysis and Securities Valuation from the City University of New York, Baruch College as well as the prestigious Chartered Financial Analyst designation (CFA). My experience and educational background provide a sophisticated level of depth and breadth, which allow me to create financial strategies, involving equities, fixed income, derivatives, risk management, structured products, and quantitative analysis tailored to my clients' needs.
While I love to spend my time traveling, I will also tell you point blank that, "No matter where I go, I'll always be an Alaskan in spirit and a New Yorker at heart." When I am not working hard for my clients or spending time with my family, colleagues, and friends, you can find me watching Major League Baseball and mixed martial arts events.