I was born in Baltimore, MD and was raised in Harford County. I received a bachelor's degree from the University of Maryland, double majoring in Finance and International Business, and obtained a Masters in Business Administration from Loyola University in Maryland. I began my professional career at Morgan Stanley where over the course of eight years I progressed to the role of Director in Global Settlement Operations while gaining experience in a variety of middle and back office trade support and settlement functions. Prior to joining Silvestri Financial & Tax Advisors, Inc in 2021, I was a project manager for 10 years at Booz Allen Hamilton, overseeing all phases of projects while also leading new business capture efforts.
I'm an avid runner who enjoys the discipline and perseverance that comes with training for and competing in marathons, and I aim to bring that same focus to my professional endeavors. I live in Harford County with my wife Jennifer, who is the Director of Ambulatory Applications at Kennedy Krieger Institute, and two daughters both of whom attend Fallston areas schools. The girls' best friend is their dog Leia, a lab mix. We enjoy all sorts of activities together as a family, including soccer, lacrosse, and trips to the beach.
- FINRA Series 65 securities registration as a Registered Representative and Investment Adviser Representative
- Life and Health Insurance professional through the Maryland Insurance Administration
- Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. The AAMS program focuses on asset management and investments as well as new investment opportunities and recognizing insurance, tax, retirement, and estate issues.
- Accredited Portfolio Management Advisor (APMA) designation from the College for Financial Planning. The APMA program provides hand-on practice and education in analyzing investment policy statements, creating portfolios, making asset allocation decisions, and maintaining portfolios.
- Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. The CRPC program enables experienced advisors, who are focused on retirement planning for individuals, address clients' pre and post retirement needs as well as issues related to asset management and estate planning.
- Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors. The CPFA credential demonstrates knowledge, expertise, and commitment to working with retirement plans through expertise acting as a fiduciary or helping employers mange their fiduciary responsibilities and best practices in plan management for for workplace retirement plans like 401(k)s and 403(b)s.