Coming through the vibrant world of finance, I'm often reminded of the exhilarating path that led me to where I am today. My career began on the bustling floors of Wall Street, where I cut my teeth as a research analyst. Featured in some of the most prestigious publications in the world, including Forbes, The Wall Street Journal, The New York Times, and The Washington Post.

Reflecting on my journey, I've come to realize that the essence of my role extends far beyond the numbers and charts—it's about empowering business owners to navigate the complexities of the financial landscape with confidence. As I delve into this chapter of my career, I find myself not just as a money manager, but as a steadfast partner to entrepreneurs and visionaries seeking to elevate their businesses to new heights.