My journey began at the age of 20, when I purchased my first home and immediately immersed myself in the lending world. I advanced through key roles including Loan Officer, Processor, Underwriter, and Lender Representative, gaining a comprehensive understanding of the entire mortgage process. This hands-on experience gave me a strong foundation to guide clients through even the most complex transactions.

Along the way, I earned my Real Estate License, and expanded into real estate investing, successfully acquiring and managing a personal portfolio of 29 properties. My deep knowledge of financial systems, credit, banking, mortgages, and tax strategy has allowed me to create personalized wealth-building and tax-saving plans for my clients, as well as for my own ventures.

In 2017, leveraging my extensive network and background, I expanded my services to include Celebrity Business Management, establishing a Concierge-style Family Office for high-net-worth individuals and public figures. We offer discreet, full-scope financial and lifestyle management services—from strategic planning to assembling teams of top-tier professionals in law, finance, and insurance—to meet every detail of our clients’ objectives.

Clients often describe me as a “financial architect and dream maker,” thanks to my ability to craft and execute strategic financial blueprints tailored to their unique goals. What truly sets me apart is a relentless commitment to ethics, continuous education, and access to a trusted network of elite professionals, including CPAs, Attorneys, Financial Advisors, and Insurance Agents. Together with my talented and passionate team, we deliver white-glove service with a personalized, long-term approach.

At the core of my philosophy is the belief: “My clients’ needs are my needs.” This guiding principle drives me to build deep, trusted relationships and to treat every client’s success as my own.

Throughout my career, I have earned national recognition, including serving as Area Manager for one of the country’s top mortgage banks, where I was a consistent member of the Platinum Producers Circle from 2002 to 2007—personally generating over $500 million in closed sales. During that time, I ranked among the top 30 mortgage professionals nationwide.

In addition, I have been honored as a member of Cambridge Who’s Who since 2007, an international network celebrating leadership and excellence among executives and entrepreneurs.

Whether you’re building your business, buying your first home, optimizing your tax plan, or managing high-level wealth—I’m here to be your partner in strategy, structure, and success.