Experience
Financial Industry Professional | 15+ Years of Experience in Planning, Client Strategy, and Wealth Management
With nearly 15 years in the financial industry, I’ve conducted thousands of financial planning appointments and tens of thousands of client calls—starting my career at ING Direct (later acquired by Capital One) and most recently serving as a Vice President, Financial Consultant at Fidelity Investments.
At Fidelity, I grew a book of business from $300 million to over $1 billion in assets. I managed over 400 households and 800+ client relationships, delivering personalized financial guidance tailored to a wide range of needs—from self-directed investors seeking efficiency to clients requiring comprehensive financial planning.
My experience spans investment strategy, retirement planning, wealth transfers, and navigating major life events. While I may not always be the first call my clients make in a crisis, I’m honored to be one of the first. I pride myself on building lasting trust and serving as a reliable resource during the moments that matter most.