Imagine graduating from high school in 1996 in Manhattan. Wall Street was on the verge of the Dot.com revolution. The challenge and excitement encouraged me to invest and become involved in finance.
Now, at 45 years old, happily married and living in Charleston, SC. I am optimistic about the future. I am now the proud founder of Magnetic North Financial, a firm that embodies my vision for a better way to handle finances. I enjoy sharing what I have learned and how I came to the philosophy embedded in the firm’s values, care, excellence, and development.
Challenges motivate me. Feel free to ask me how I arrived at certain conclusions. All of it came from my life experience. I have been licensed as a Registered Associate since 2004 and have worked with four significant firms. While learning and observing, I experienced three recessions, ten bear markets, and more.
Helping people excel in life and finance are some of my best accomplishments. I look forward to working with you and sharing my experiences so that you can benefit from the significant opportunities of working with me at Magnetic North Financial.