I help individuals and families navigate complex financial decisions through thoughtful, holistic planning. My diverse background allows me to connect with clients from many walks of life. I was born in Southern California, raised in Coconut Creek, Florida, and have spent time in both Puerto Rico and Italy—experiences that shaped my global perspective on finance.
I earned both a Bachelor of Science and a Master of Science in Finance from the University of Florida in just four years. Before joining Tobias Financial Advisors, I spent over seven years at Merrill Lynch, where I supported more than 120 households across the U.S., Latin America, and the Caribbean.
I work closely with clients and their trusted advisors to design financial strategies aligned with their goals, values, and long-term vision.
Outside of work, I enjoy traveling, exploring cooking blogs, and staying active through weightlifting.