My Story
I was born and raised in New York, where the values of hard work and dedication were instilled in me from a young age. Throughout my career, I’ve always found fulfillment in helping others, whether it’s navigating a complex financial issue or streamlining a process. My passion for delivering exceptional service has been a constant driving force in my life, and it’s something I bring to every client interaction.
My Focus
As a Director at Davidson Wealth Management, I lead our Client Fulfillment team, helping ensure that every client receives the highest level of service. I’m passionate about resolving challenges efficiently and effectively, and I’m always striving to exceed expectations. My goal is to be an advocate for our clients, helping them achieve their financial aspirations.
My Life
Outside of work, my life revolves around my family and our shared love of culinary adventures. My wife, Katherine, and I, along with our two daughters, Isabella and Olivia, enjoy exploring new cuisines and discovering unique dining experiences together. I’m also passionate about music and technology, and I’m always looking for ways to blend these interests into my everyday life.
CA Insurance #0L85136
