As a financial advisor, my passion stems from being a resource and creating a better financial future for people. I love meeting new clients, building relationships, and learning about their life stories. This has been my driving force to stay in this industry, and I am always excited to help people in any way I can.
Before becoming a financial advisor, I grew up working on the Fix Brothers Fruit Farm, where I learned the importance of discipline and hard work. This instilled a strong work ethic in me and eventually led me to pursue my degree in finance from Florida St University. My goal was to become a financial advisor, and I have been using my knowledge and skills to help people ever since.
In addition to my general financial advising expertise, I have extensive knowledge in working with New York state employees of all times, especially teachers and those in law enforcement. I specialize in helping these individuals maximize their state pensions and plan for their retirement. My goal is to help my clients achieve the financial security they deserve, and I am confident that I have the skills and knowledge to make that happen.
I am proud to be a part of the Thoroughbred team, where I can grow as a business owner with unlimited resources at my disposal. The team at Thoroughbred is always eager to learn and grow, and the camaraderie within the group is second to none.
Aside from work, I enjoy going back to my family farm, spending quality time with my loved ones, and golfing during the summers. I am also a big fan of creating new relationships and making new connections.
