I believe to be an exceptional Financial Advisor requires both a strong educational foundation combined with relevant industry experience. My interdisciplinary degree from Columbia University required me to synthesize a multitude of information and quickly interpret and execute upon this knowledge. This analytical ability benefits my clients as I can decipher what is important to make investment decisions for them. My experience as an Aerospace/Defense Electronics industry analyst at Lehman Brothers benefits my clients because they can be confident that I understand how to evaluate individual companies for investment. Few Financial Advisors have experience as a securities analyst. I have obtained the Chartered Financial Analyst® (CFA®) credential, a globally recognized accreditation for portfolio managers. This designation gives my clients added confidence in my capabilities to assess the financial markets, to help protect their assets and to assist them in accomplishing their financial goals. While pursing my CFA® designation, I gained an even deeper understanding of securities analysis and portfolio management. I learned how to develop proprietary investment models enabling me to provide my clients with investment strategies based on their individual needs. I am proud to singularly raise two sons who are guided by my core values of integrity, reliability, and great empathy toward others. I accomplish this while I lead my clients on their journey to helping them achieve the lifestyle they desire.