What should you know about me? I’m a graduate of the University of Maryland, and my journey has been nothing short of diverse and exciting.
Before working as a financial planner, I wore many hats – from navigating the world of financial aid as a consultant to the fast-paced environment of an equities trader. I’ve also managed restaurants and co-founded a fintech startup, each role shaping who I am today.
I’ve had the privilege of living in Maryland, California, New York, and now I’ve settled into my forever home in Cary, North Carolina.
But the real treasures of my life are my amazing wife Erin and three wonderful kids – Averie, Laila, and Asher. They keep life full of joy and adventure, and I feel truly blessed.
56 Hunter Street, Apex, North Carolina 27502, United States
Suite 230
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Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers.
BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.