about

My path to becoming a financial advisor started with a finance degree from Ramapo College of New Jersey. After graduation, I spent several years working as a financial analyst and later as a cost and budget analyst. These roles gave me a deep appreciation for how businesses operate, how to analyze financial data, and most importantly, how real people think about money.

During those years, I watched colleagues stress over retirement decisions, struggle to understand their 401(k) options, and wonder if they were making the right financial choices. Many couldn't afford traditional financial advisors because they didn't have enough saved yet. I realized there was a real need for accessible, honest financial guidance—especially for families and small business owners who are building wealth, not just managing it.

So I earned my Series 65 license, navigated the regulatory requirements, and founded Lease Investment Advisors as a registered investment adviser with the State of New Jersey. Today, I serve as both the founder and Chief Compliance Officer, ensuring that every client receives advice that's held to the highest fiduciary standard.