As an Associate Wealth Advisor at The Dala Group, I work closely with clients to help them achieve their financial goals through personalized wealth management strategies. Leveraging my background in finance and my experience in investment analysis, I assist in developing comprehensive financial plans that focus on long-term wealth preservation and growth. I am dedicated to building strong client relationships and providing sound advice on retirement planning, portfolio management, and risk mitigation.Prior to joining The Dala Group, I gained valuable experience as a Research Assistant at Kapco Futures, Inc., where I analyzed market trends and helped develop innovative trading strategies. This experience sharpened my financial modeling, data analysis, and strategic decision-making skills, which I now apply to my work in wealth management.I hold a degree in Finance from North Central College, where I played on the baseball team and won multiple conference championships and a 1st-Team All-Conference Selection. I am passionate about helping individuals and families secure their financial futures, and I am committed to staying on top of industry trends to provide the best service to my clients.