10/30/2026
Forty years in finance. A lifetime of relationships.
On November 1st , I’ll celebrate 40 years with Synergy Wealth Management in alliance with Equitable Advisors—a journey that began in 1986.
The most rewarding part? Helping generations of families plan for what matters most.
To my family: your love, patience and encouragement have made these 40 years possible.
To our clients, my Synergy Wealth Management team, mentors and community: thank you for your trust and support.
I’m still learning, still growing and excited for the next chapter.