From an early age I learned the value of hard work, starting at age 15 when I got my first job to help my family pay their mortgage. My focus had always been on earning an income and even after graduating from college I was still unsure of what I wanted to do for a career. I had a variety of jobs ranging from Human Resources to sales, ultimately finding my way to personal finance and asset management. What I learned though this journey were two underlying truths…First, I am a very analytical person that is good with numbers. Second, I enjoy helping people. Becoming a financial advisor seemed like a natural intersection of those skills. After spending much of my early time as an advisor working with high net worth and institutional clients, I felt my skills would be better used working with people who shared my more modest upbringing. As a result, I decided to join Equitable, which gave me the opportunity to work with public educators and municipal workers. The next evolution of this journey is the creation of Eagle Point, which has allowed me to partner with a group of like-minded individuals and expand the services that we can provide to help our clients achieve their financial goals.
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