A Wealth Advisor at Steel Peak Wealth Management that explains investing and finance in plain English.
I am a Wealth Advisor who guides Millennials through financial planning and investing. I have worked in the Wealth Management sector since 2007. I have previously worked at Morgan Stanley and JP Morgan Securities. I left the large firm life in 2015 to join Steel Peak Wealth Management, a boutique investment advisory firm.
I graduated from The George Washington University with a Bachelor’s degree in Business Administration, and a double concentration in Business Economics and International Business.
My passion is to teach people how to understand their money, make short and long term financial plans, and to grow their money with the appropriate investments for them.