Certified Financial Planner® Certified Investment Management Analyst® Certified Private Wealth Advisor®
My passion for developing deep relationships led me to the financial services industry in 2010.
After many years as a financial advisor in corporate America, it became crystal clear that companies are focused on their bottom line, their shareholders, and their success.
I set out to change that dynamic.
Today, I oversee the financial affairs of seasoned business owners in the construction and manufacturing industries, medical professionals, and a select number of current and former employees from Otis, Carrier, Proctor & Gamble, and Duracell.
I’m a first-generation American of Jamaican descent, married to a loving Greek wife, Eirini, and we’re blessed to have two wonderful boys, Nathaniel & Alexander. As a former NCAA Division-1 tennis player, I still love to play, and I also try to sneak in a round (or two) of golf whenever I can.
Read my full story HERE >>
Κύρος ["Kyros" -- pronounced "key-ros"] is a Greek term used to describe strong core values.
I'm committed to my core values:
I believe that earning your trust begins with taking the time to get to know you -- your values, priorities, and passions. This insight gives me the ability to create a Private Client experience tailored to you and only you. Then, as our relationship deepens, I collaborate with your other professional to surround you with a team of expert advisors that synchronize all the moving pieces in your life and provide support whenever and wherever you need it.
A personalized and holistic experience centered on you -- your values, passions, and priorities.
A transparent fee schedule that's simple and easy to understand.
“Fiduci-what?" Simply put, I follow the highest ethical and legal standards in protecting your financial interests