From the beginning of my career in finance, I’ve been driven by a deep interest in the analytical backbone of investing— understanding the data, the models, and the market dynamics that power strategic decision-making. While studying at Roger Williams University, I gravitated toward courses in financial analysis and portfolio management, fully expecting to pursue a path rooted in investment research and portfolio analytics. And for the early part of my career, that’s exactly where I focused my energy.

I spent several years in institutional finance roles at MFS Investment Management and Benefit Street Partners, where I specialized in portfolio analytics, risk oversight, and performance reporting. Working closely with senior portfolio managers, I gained hands-on experience analyzing asset allocations, developing capital projections, and supporting strategy execution across complex portfolios. It was fast-paced, data-driven work that gave me a strong understanding of how investment strategies are built and executed, which set the foundation for how I make investment decisions today.

What I didn’t expect—and what ultimately became the most rewarding part of my career—was how much I enjoyed the personal side of financial planning. As a Portfolio Manager at Robbins Farley, I discovered a real passion for working closely with clients to understand their unique goals and values. That experience deepened my interest in the planning side of wealth management and led me to Davis Wealth Advisors.

Today at Davis Wealth Advisors, I bring together analytical rigor and personalized planning to design portfolios tailored to each client’s long-term vision. My role is to help clients navigate uncertainty, seize opportunity, and move forward with confidence in their financial future. Whether it’s constructing diversified portfolios, refining investment policy, or integrating strategies into broader financial plans, I’m committed to delivering advice that’s both thoughtful and actionable.

Outside of work, I’m a car enthusiast with a soft spot for late-’60s and early-’70s American muscle cars. I also enjoy golfing, spending time with family and friends, and take fantasy football season pretty seriously.