Before joining AFE Private Wealth, I spent three years trading equities and six years as a full-time real estate investor, completing over 200 real estate transactions while structuring deals, managing entities, and making high-stakes decisions without a safety net. That background didn't just teach me investing. It gave me a deep respect for what our clients have built and what it truly costs to build it.
As a Client Service Associate at AFE Private Wealth, I'm the person making sure every detail is handled, every client is heard, and nothing falls through the cracks. I believe wealth done right creates more than security. It creates freedom. The freedom to live fully, to give generously, and to leave something behind for loved ones. That's what I'm here to protect on behalf of every client we serve.
I operate with the same accountability I had when it was my capital on the line: proactive, detail-oriented, and unwilling to let anything slip. Clients may not see every moving piece, but they feel the result: clarity, responsiveness, and confidence that everything is handled.