I have worked alongside Jeff and Morgan for the past two years supporting clients with personalized service, operational coordination, and relationship management. Prior to joining the team, I worked for 10 years in investment banking, where I developed a strong foundation in financial services, client communication, and fast-paced problem solving. I am passionate about creating a seamless client experience and helping clients feel confident and supported throughout every stage of their financial journey. I value building meaningful relationships and take pride in delivering attentive, detail-oriented service.
Away From The Office
Born and raised in New Jersey, I live in Morristown with my wife Amanda, our daughter Ellis and our Boston Terrier Bartolo. As a family we love to go to the beach, visit the city and get involved in community events. In my spare time, I love to cook, travel and am an avid sport fan.
