Financial industry experience: 9 years
Tower employee since 2021
Education: Bachelor's Degree – University of New Hampshire
Securities Registrations: Series 7, 66 Currently held through LPL Financial
Insurance Licenses: Life & Health Insurance
I am a Wealth Advisor at Tower Wealth Management, where my primary responsibility is to provide financial guidance to our clients. I specialize in investment advice and guidance, as well as comprehensive financial planning, ensuring that my clients are well-equipped to pursue their financial goals. With over 10 years of experience in the financial services industry, I am dedicated to making a positive impact on the lives of my clients and the community.
Before my current role, I worked at E*Trade Financial, where I honed my skills and developed a deep understanding of the financial landscape. I hold the Series 7 and Series 66 securities licenses through LPL Financial, which have been instrumental in my ability to offer informed and effective advice. I earned my bachelor's degree in business from the University of New Hampshire.
My motivation stems from a genuine desire to help people and serve the local community. I joined the financial services industry with the aim of making a positive impact on my peers and community, and I find immense satisfaction in educating my clients, ensuring they leave more informed than when they arrived. I believe that honesty and transparency are the greatest values I can provide for my clients, and I strive to embody these principles in all my interactions.
Originally from Florida, I also spent part of my childhood in Pennsylvania, and I now call Baltimore, Maryland home. In my free time, I am an outdoor enthusiast who enjoys biking, watching, and playing sports.