My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.

For more than 20 years, I’ve had the privilege of walking alongside people as a Financial Advisor, helping them navigate life’s big moments and build a secure future. I’m passionate about creating lasting, trust-filled relationships—especially with those who’ve worked hard to grow their wealth and want a partner to protect it. My journey in finance has been shaped by a love for problem-solving and a deep commitment to seeing my clients thrive, both financially and personally. My career has taken me across industries and continents—from banking and management consulting to wealth management and mortgage banking, splitting time between the US and Japan. I graduated from the University of Notre Dame with degrees in Finance and Japanese, which sparked an incredible chapter in Tokyo, where I spent nearly eight years with global financial firms. Eventually, I landed in Charlotte, NC, bringing with me a blend of experiences that still inform how I serve my clients today. As a Certified Financial Planner™, Tax Planning Certified Professional®, Certified Divorce Financial Analyst®, and Chartered Retirement Planning Counselor, I’ve gathered extensive tools and perspectives that help me adapt to whatever challenges come our way. I’ve guided families and individuals through every twist and turn of the economic cycle—including the chaos of the 2008-2009 Financial Crisis. What drives me is a belief that your financial plan should be as unique as you are. I don’t lean on one-size-fits-all solutions. Instead, I take an active, hands-on approach to managing portfolios, staying nimble so we can safeguard what you’ve built and seize opportunities as they arise. I’ve always admired the wisdom of investors like Warren Buffett, who remind us to stay prepared for the unexpected. That’s why I focus on dynamic, personalized strategies to cut through the noise of today’s markets. My goal? To help you feel confident and empowered about your finances, so you can focus on living the life you’ve dreamed of. I’d love to sit down with you, hear your story, and explore how we can work together to make your goals a reality. Let’s build something meaningful, step by step.