At Precision Wealth Solutions, I support the firm’s investment research, portfolio analysis, client service, and day to day operations. I enjoy speaking with clients and love being able to use my knowledge to assist them or work alongside our advisers to produce solutions. I find it interesting how each person’s objectives, time horizon and emotions towards the market are unique to them, and love implementing different strategies to optimize their long term financial goals.
My interest in finance began at an early age. I started learning about the stock market and using paper trading accounts when I was 12 years old. During the COVID-19 pandemic, that interest grew substantially as I began studying derivatives and developing a deeper understanding of investing and financial markets. I continued building on that foundation at the University of Miami, where I earned my degree in Finance with a minor in History. Since beginning my professional career, I have passed the Securities Industry Essentials (SIE), Series 7, and Series 66 examinations. I am motivated by the constantly changing nature of the financial industry as well as the opportunity to continue learning while helping clients navigate their financial lives.
I was born and raised in Eastchester, New York, and my home is a short ride from the office. In my free time, I enjoy spending as much time outdoors as possible. Some of my favorite activities include pickleball, golf, camping, hiking, snowboarding, and dirt biking. I also enjoy bowling, reading, traveling, and hanging out with friends.