With Sapphire Wealth Management since 2025
I grew up with a strong appreciation for family values, hard work, and integrity—principles that continue to guide my life and career today. From an early age, I was drawn to helping others and finding meaningful ways to make a positive impact. That same desire to serve has carried through to my work in financial services, where I believe every client deserves not only guidance, but also a trusted partner who genuinely cares about their future.
My professional journey began a decade ago in 2015, where I spent several years honing my skills with well-respected firms in the industry, including Northwestern Mutual, Putnam Investments and most recently Fidelity Investments. Those experiences gave me a deep understanding of financial planning, investment management, and client service at the highest level. Along the way, I developed a strong desire to help individuals and families pursue their goals with clarity and confidence.
Joining my family’s firm has been both a natural step and a deeply personal one. It allows me to bring the knowledge I’ve gained over the years back home, where I can contribute to a business that is rooted in trust, relationships, and service. Working alongside my family, I’m proud to carry forward our firm’s mission: putting clients first and treating each one like part of our extended family.
Outside of the office, I value time spent with family and friends, traveling, and enjoying the outdoors—whether it’s relaxing at the beach, catching a game, or exploring new places. These personal experiences continue to remind me of the importance of balance, connection, and living with purpose—all of which fuel my commitment to helping clients achieve financial independence and peace of mind.
At the heart of my work is a simple but powerful belief: financial planning is more than numbers and strategies—it’s about people, their dreams, and their legacies. My passion lies in walking alongside clients through life’s milestones, providing encouragement, education, and support every step of the way.