About

Planning for your financial future can be overwhelming. That's why we're here to help. Together we can work towards creating a secure future for your finances.

- Have concerns about sustaining your lifestyle in retirement?

- In a marriage or about to get married? We'll help you review your goals as a couple.

- Will receive an inheritance? Get advice on investing those funds wisely.

- Losing a loved one who handled financial matters? We'll explore options with you.

- Dealing with diminishing capacity of senior family members? Let us guide you through making decisions that provide security and safety.

I take a comprehensive, collaborative approach to helping clients achieve their financial goals. We start by discussing your dreams and ambitions so that I can develop an effective wealth strategy customized for you. Then, I keep in regular contact with you to make sure that the plan aligns with changing life circumstances and evolving objectives. I have the privilege of witnessing my clients and their families retire with dignity, save on taxes, enjoy their hobbies, and live life to the fullest. It's my pleasure as a financial advisor to witness them achieving what is most important in life and I'm honored that they have placed their trust in me.  

 With over 30 years of experience as an international executive, I joined Edward Jones in 2017 with a comprehensive career trajectory covering Europe and Latin America. My career began as a diplomat in Italy, followed by roles as a nonprofit worker on several international projects. Through these journeys, I have cultivated the skills to think strategically and distill complex issues into simple solutions while maintaining strong empathy toward others.

Besides having a Ph.D. in managerial economics from the University of Naples, Italy, I also hold numerous other designations. I am a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® from the Wharton School of Business, and an Accredited Asset Management Specialist™. I keep learning continuously to serve better my unique clientele.

 When I'm not at work, you will find me with my family. I still love traveling around the world with family and friends, reading, and swimming. I also teach cultural diversity and Christian life in many churches in the US and abroad.

As Ted Jones, one of the pillars of our firm once said: "money has never been my god." You can be assured that I will passionately seek what is best for you, with honesty and integrity. I look forward to welcoming you to our Edward Jones branch family. Start the journey by making an appointment today. I look forward to partnering with you!

Financial Advisor