I began my career with AXA Advisors (now known as Equitable Advisors) in midtown Manhattan and became a fully licensed Financial Advisor in the summer of 2016. I was grateful to immediately be a part of a team that would be recognized as the #1 ranked group in the entire company. After building and servicing a client base that stretched from coast to coast, I was eventually asked to move my home office to Los Angeles. There I managed a team of advisors and was promoted to Regional Vice President.
My passion lies in establishing close relationships with my clients to help provide a hands on and innovative style of financial advice. This same passion is what lead me to find B. Riley Wealth Management, where in the spring of 2021, I was able to expand the plethora of investment options, vehicles, and advice offered to my clients.My approach begins and ends with my client’s needs, goals and aspirations. I can help people define and pursue their goals of wealth development, tax-efficient investing, equity compensation management, along with college, retirement and estate planning in collaboration with third party trust & estate attorneys. I currently hold series 7, series 66, and LAH licenses.