As a Branch Office Supervisor at Transamerica Financial Advisors, my primary responsibilities include expanding and growing the business, training new agents, servicing existing clients, and running educational workshops. With over 24 years of experience in the financial services industry, I've built a reputation for my knowledge, experience, and commitment to helping clients work towards their financial goals. My journey in this field began after serving in the U.S. Air Force, where I honed my skills in discipline and leadership. Originally from Niagara Falls, NY, my career has been marked by service and dedication.
I hold Series 6, 26, 63, and 65 Securities Registrations, qualifying me as both a Securities Agent and an Investment Advisor Representative. I am deeply motivated by the idea that our work matters and impacts people's lives, which fuels my daily pursuit of excellence. Outside of my professional life, I am actively involved in the Tuscon, AZ community and passionate about financial education. I love traveling and have visited 12 countries so far. I'm also a dedicated fan of the Dave Matthews Band, having attended 40 of their concerts over the past 20 years. Alongside my fiancé, Lyzette, we help raise our niece and nephew and are proud dog parents to Luna, a beautiful poodle mix rescue who's our best friend.