In 2009, I began my career path in the financial industry. Starting as an intern at an international wealth management firm, I worked hard and pushed my way ahead and eventually earned an opportunity to become a financial advisor. I worked five years at this company and then a little over five years at another brokerage firm.

After a decade of experience in the financial industry I decided to branch out independently, leaving behind a sales-goal based environment to focus on what really matters – clients’ financial well-being. I established MT Financial Planning to help people ascertain their financial goals, to engage with my clients in a more meaningful way and to provide them with advice that exceeds the industry standard.

I work relentlessly to ensure I find every opportunity possible to help my clients in their financial endeavors. Some would call me over-analytical, but I would venture to say when money is on the line, I am the professional guide you need to have by your side.

I would not be where I am today if not for the help and guidance that I received along the way. I am grateful for the opportunities I was afforded and partnerships that I developed to build my career and to help others make smarter financial decisions.

Let’s discover how we can partner together on your financial journey.