Professional Experience
I have been working in the financial industry since 2019 and have been a registered advisor since 2021. I started my career at Angelo Planning Group and made the transition over to The Legend Group in 2023. One thing I learned from my transition over to The Legend Group is how important it is to have a great team around you so that you are always learning and growing.
Life goals and money tend to go hand-in-hand. I became a financial advisor because I find joy in helping others achieve their financial dreams and goals. A big reason why I got into the financial advising industry is my parents. They taught me from a young age how to properly manage my money whether it was savings, taxes, or looking to make a large purchase in life.
About Me
I have lived in the Rochester area my whole life and graduated from Fairport High School. I attended Siena College where I played Division 1 Lacrosse and graduated with a finance degree. Outside of work I currently help coach a travel lacrosse team for high school players and we travel to most of the east coast for games on the weekends. I enjoy long-distance running and working out. Outside of those I enjoy my time with friends and family whether that is spending time on Canandaigua Lake, golfing, or skiing in the winter.
Professional Qualifications
- Bachelor's Degree from Siena College
- Holds Series 7 and 66