I believe financial planning matters most when it provides clarity and confidence during life’s most important moments. That belief was shaped early in my career when a close friend passed away unexpectedly, leaving behind a young family he had taken steps to protect. Seeing firsthand how thoughtful planning could ease uncertainty reinforced my commitment to helping families safeguard their futures and build lasting financial security.
With over 25 years of experience, I take a comprehensive, relationship driven approach to wealth management for high net worth individuals, multigenerational families, and business owners. As a Private Wealth Advisor with Equitable Advisors, I provide objective guidance across investment planning, insurance protection, trust and legacy strategies, and long term wealth transition, while coordinating closely with tax, legal, and estate professionals. In recent years, I refined my practice to focus on a select group of clients, allowing for a highly personal, white‑glove level of service in complex financial situations.
Born in British Guyana and raised in Brooklyn, I built my practice across New York and South Florida and now continue to serve clients nationwide. Outside of work, I’m passionate about fitness, travel, vintage films, and 90’s reggae and R&B. I’m actively involved in community and nonprofit work, proudly support the Special Olympics in multiple states and value time most with my wife Lisa, daughter Raylisa, and family.
If you’re looking for a long term advisor who brings consistency, strategy, and perspective to an increasingly complex financial life, I’d welcome the opportunity to connect.