I am a Vice President of Investments and Private Client Investment Associate with J.P. Morgan Wealth Management. As a Private Client Investment Associate, I help clients and their families plan and invest to reach their goals. I have over 6 years of experience in financial services. Prior to this role, I was a Financial Advisor at Citizens Securities, Inc. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7 & 66 life & health insurance licenses and do business with residents of New York. I graduated from Rochester Institute of Technology with a Bachelor’s degree in Applied Statistics. I am located in Gates, New York branch.I am a father to 2 loving children. Together we enjoy traveling and spending time with our extended family. I enjoy playing golf and am an avid baseball and football fan while also attending my children’s sporting events. I can help with your many financial needs, including:• Creating a strategy to reach your financial goals• Managing through life changes• Planning for retirement on your terms• Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education
Listed skills include Customer Service, Customer Satisfaction, Retail, Sales, and 16 others.
