At Granite Wealth Management, I take on all the roles associated with a Registered Investment Advisor. From administrative account setup/update tasks, operational requirements like ensuring clients receive their regular distributions, as well as investment research and analysis of the market, current investments, and potential future investments. I am passionate about being a financial advisor because it increases the likelihood of someone achieving their major life goals that they have set for themselves. While hard work and simply saving money can bring a lot of things to fruition, purposeful planning and compounded growth in sound investments can bring realization to the things one thought they always wanted and/or needed in their life.
After 3 semesters of college, I took a hiatus from formal education and joined the Marine Corps. It was here that I spent 13 years as an Intelligence Analyst working at both the lowest levels on a tactical team with my boots on the ground in Fallujah, Iraq all the way up to acting as the senior Marine Corps diplomat in U.S. Embassy Zagreb, Croatia for Defense Intelligence Agency. During those 13 years, I learned to read, write and speak Arabic (in my early years) and Croatian (in my later years). I transitioned out of the Marine Corps in 2017 and joined Granite Wealth Management in January 2018 where I work alongside Bruce, my uncle, in the advisory practice he started decades ago. I have earned my Bachelor’s degree in International Relations and am Series 66 licensed.
When I’m not working, I’m a big fitness enthusiast and try to spend as much time as possible outdoors. Hiking, skiing, swimming, mountain biking, surfing, running, weightlifting and gymnastics are my main physical hobbies. I also have two children who keep me very busy, but also love the outdoors almost as much as I do. Every year, I swim in the Boston Frogman 5k open water swim, a fundraising event for the Navy SEAL Foundation, and I try to be active in the veteran community as much as I’m able.