The recognition that has meant the most to me over my career has not come from any single client meeting but from the kind of sustained commitment that compounds over time. During my time with MassMutual, I became the second youngest African American advisor in the firm's 175-year history to qualify for the Blue-Chip Council. At MetLife, I became the youngest African American advisor, and only the second in the firm's 155-year history, to qualify for the President's Council. Both programs recognize the top two to three percent of advisors nationally. I share those milestones not as personal accolades but because they reflect the standard I hold myself to in every client relationship.
My work today spans two areas I find equally meaningful. I work directly with families and business owners on the long-term financial strategies that shape their lives, and I play a key role in growing The Moody Street Group's financial professional network across New England and beyond. Both draw on the same underlying commitment. Financial strategies, to be worth anything, has to be genuinely customized to the person it is meant to serve.
I speak regularly on entrepreneurship, marketing, and financial strategy, and I believe strongly that financial literacy is one of the most consequential things a person can develop. Understanding how money works, how to protect it, and how to use it in service of the life you want to live changes the decisions people make, and those decisions add up.
I am a graduate of Bentley University in Waltham, Massachusetts, where I studied Finance, and I remain actively involved with the university as a member of the Alumni Association and the President's Club. Outside of work, I spend time with my family and on the golf course.
- BS, Finance, Bentley University
- MDRT Court of the Table Qualifier
- Multi-Year, Boston Magazine Five Star Wealth Manager