I graduated from the University of Tampa in 2020 with a Bachelor of Science degree in Finance. I played lacrosse at Tampa, which allowed me to continue to be competitive after my high school career. I played lacrosse and football in high school, I also enjoy fishing, golfing, and skiing. I decided to move back to my hometown in Rochester, NY for the opportunity to work with Stephen Ashe. I am fortunate to be given the opportunity to begin my career under such great leadership and mentorship.
"Why did I became a financial professional?" I became an financial professional to help individuals, families, and businesses prepare for the future to identify their financial goals. I truly enjoy building strong relationships with individuals which allows me to be apart of their future and help build a financial roadmap with personal customized strategies. The ability to have such an impact on people’s future and always being a resource for them allow me to thoroughly enjoy the services I provide.
Why did you join Cypress?" Joining Cypress allows me to have the opportunity to better serve my current and future clients with the experience and expertise behind the Cypress team. I am excited and humbled for the opportunity to provide my clients with the resources of such well-respected professionals of the Cypress team.
Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)
Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.