I’m a Client Service Associate at Sailwinds Financial Strategies, where I support a personalized, relationship-driven approach to retirement planning. Based in Woodbridge, New Jersey, I’m currently continuing my education in wealth management and working toward my Series 65, with the goal of building long-term client relationships and growing into a larger advisory role.
My path into financial planning wasn’t a straight line. I served in the Vermont Army National Guard and later worked in the automotive industry, experiences that shaped how I approach my role today. I’ve always been drawn to understanding how things work, whether that’s rebuilding part of an engine or bringing clarity to a complex financial picture. That same curiosity is what sparked my interest in my current career, especially the challenge of connecting the moving parts of real life into a stable, cohesive plan that adapts over time.
Outside the office, you’ll usually find me working on my car, trying new restaurants, watching basketball, or getting outdoors to hike or camp. I like staying busy, learning as I go, and finding ways to keep improving, both personally and professionally.