With more than 30 years of international experience across financial services, real estate, luxury goods, education, and hospitality, I have developed a deep ability to build meaningful relationships, understand complex client needs, and lead strategic growth initiatives across diverse markets.

With more than 30 years of international experience across financial services, real estate, luxury goods, education, and hospitality, I have developed a deep ability to build meaningful relationships, understand complex client needs, and lead strategic growth initiatives across diverse markets.

As a licensed Financial Advisor holding the SIE, Series 7, and Series 66, I have built and managed multimillion-dollar practices through trust-based client service, thoughtful communication, and a disciplined focus on aligning financial decisions with the lives clients are seeking to build.

I am also the creator of Soulai Finance, an AI-enabled financial discovery and advisor-intelligence platform designed to help individuals better understand their financial priorities, decision patterns, and readiness for advice—while giving advisors a richer, more human foundation for the planning relationship.

Throughout my career, I have remained passionate about developing new markets, improving the client experience, and helping professionals communicate with greater insight, empathy, and effectiveness.