The Dot Com Crash of 2000 - 2002, The Global Financial Crisis of '08, The 2010 Flash Crash, Black Monday of 2011, The Eurozone Debt Crisis from 2010 to 2012.
These are the notable market events that shaped my childhood from the time I was five up until I turned eighteen. Since then, we saw a run up in the stock market for the next eight years, bringing unparalleled growth to investors and shareholders up until the Covid-19 Global Pandemic.
When I started listening to the conversations around me, the air wasn't filled with a sense of wealth and accomplishment, at least, not with the people in my life. It was hushed, anxious, and fearful for the future. For the working class, the middle class, the 21st century left some deep scars.
I want to do something about that. Since 2018, finance has been my career. I started with E*TRADE as a stockbroker, got my licenses, and proved myself. I was put into management, to train and lead other aspiring brokers to better serve our clientele. But it was too hands off. Endless phone calls with faceless voices weren’t satisfying to me and I didn’t feel it moving the needle.
I left and joined Wealth Strategies in June of ’25 where I work to educate the people around me, to build people up to be protected in the face of the next big disasters, to be positioned to take advantage of a world that will otherwise pass them by. At the end of the day, people need to know what their money is doing and what it can do.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.