My journey as a wealth manager began over 30 years ago in New Jersey. After four years, I moved with my family to Connecticut to join Morgan Stanley Dean Witter, where I managed a branch in Madison. Most recently, I served as a First Vice President-Investment Officer with Wells Fargo Advisors in Essex.
Throughout my career, I have honed the ability to create tailor-made financial strategies for each of my clients. I thrive on mapping out and guiding them through their financial journeys, whether it's education funding, estate planning strategies, retirement preparation, or post-retirement funding.
Now, I am excited to share everything Alchemi Wealth has to offer with my current and future clients. My focus remains on providing personalized guidance and support to help clients achieve their financial goals.