I have always been fascinated with the stock market and investing. I bought my first stock at age 14, made 30 percent profit in two years and was hooked. In addition to this affinity for investing, I knew I wanted a career that allowed me to work closely with people and build lasting relationships. These two passions came together and my career path became clear in my last semester of college when I was able to secure an internship with a large broker/dealer.
During my first year as an advisor, my parents went through bankruptcy. This experience enhanced my commitment to helping people create and sustain a financial plan that would allow them to enjoy life to its fullest. My parents’ experience also taught me the importance of comprehensive, strategic and ongoing financial planning. In fact, I’m convinced it’s the only way to help protect my clients financially today and help secure their long-term future.
Over the last nine years I’ve enjoyed helping my clients build and adapt their plan while also growing strong relationships built on shared values and trust. In 2020, my business partner, Sean, and I decided starting our own firm would give us even more opportunities to help clients and build relationships. So, in June, 2021, we opened Resolute Wealth Management, where we’re committed to serving our clients with a personalized approach to comprehensive, lifelong financial planning.