About

I am a seasoned  financial professional with the expertise and dedication to help clients secure their financial future through effective retirement and estate planning solutions. My approach is proactive and personalized, ensuring that businesses, individuals, and families receive the trusted advice they need.

In 2010, I founded Vertical Wealth Management to offer unparalleled financial guidance and annuity products. As a lifelong “math enthusiast,” I take pride in assisting clients with their financial challenges, creating strategies for wealth accumulation and income that align with their overall financial goals.

My financial career began in college, where I earned a bachelor’s degree in business and finance and served as an academic tutor in economics and statistics. After graduation, I gained valuable experience working for a large broker-dealer but soon realized that I wanted a more personal relationship with my clients.

This led me to establish Vertical Wealth Management as a dedicated firm focused on annuities and guided by a steadfast commitment to fiduciary standards, always prioritizing my clients’ interests.

Outside of work, I enjoy hiking, working out, and spending quality time with my family.

Let me know if you would like any adjustments or additional details included!