About Me

As your financial advisor I strive to provide a dedicated and individualized approach for each client to help serve their specific needs. From a young age I was taught to value the importance of family and that it was essential to guide and protect those individuals who can benefit from your help.

By way of background, I received my Bachelors of the Arts from the City University of New York (CUNY) – Queens College. During my college years I developed strong organizational and analytical skills which led me to pursue a career in finance.

Prior to creating C&A Wealth Management, I began my financial career in 2009 as a Registered Representative and Financial Advisor working with New England Financial. One year later, having demonstrated much success and commitment in the field, I received the “Rookie of the Year” award. In January of 2014, I was asked to join the team at Allied Wealth Partners where I continued to build valued relationships with my clients. My goal is to always provide my clients with the individualized planning they need to help them pursue their definition of financial success. Due to my dedication and focused approach to each client, I have continually nurtured my existing client relationships while consistently expanding my practice. I take pride in my individualized attention to the needs of each and every client as a unique benefit of being a successful financial advisor.

At the core of my practice, I value professionalism and believe “long-standing relationships are essential to becoming a trusted advisor” for my clients. These beliefs led to my transition and alliance with LPL Financial in July of 2023 to form C & A Wealth Management. At C & A Wealth Management we specialize in comprehensive investment and insurance strategies for individuals and small businesses. Having the support of an extensive team of diversified professionals allows us to handle simple to complex cases with exceptional service and total confidence. 

In my spare time, I support several community and professional organizations dedicated to the preservation of community, camaraderie and professionalism because I value their importance.