Integrity is paramount. My passion has always been helping people and I created Rise Financial Partners to offer wealth management for HNW individuals, financial planning for young professionals, and consulting services for new / growing businesses. My clients are prominently in the greater Philadelphia region and throughout Central / Southwest Florida where I grew up and went to college. I have aspirations to build offices in Philadelphia, Orlando, Sarasota, and Denver.
Rise Financial Partners went effective 10/8/2019 and I expect to have $15-20M AUM in the next year through organic growth. The next year will consist of building the infrastructure to expand and showing retiring advisors how well my team and I will be able to support their clients if selected as the ideal successor. My experience includes institutional and retail sales, operations, management, research, compliance, and legal. This experience will be paramount in building a well-respected wealth management firm.
I started my career with my father who has an independent P&C insurance agency. I then spent 7 years with an asset manager wholesaling investments to IBD advisors. While at the asset manager, I built a new distribution team targeting RIAs and managed our relationships with the custodians. My last position at the investment firm was the Director of Institutional Business Development where I researched and provided recommendations to senior leadership on additional distribution opportunities.
My community engagement ranges from routine volunteering with local organizations and serving in leadership positions within the church I attend. Financial literacy is an area I'm starting to focus on to help empower our future generations with knowledge as they enter the real world.
I am open to conversations where the result is bringing in existing advisors and providing succession plans for advisors seeking retirement or career changes.