My mission is rooted in helping individuals and families build, manage, and preserve wealth through thoughtful, long-term financial strategies. I believe financial planning is an ongoing process that requires discipline, adaptability, and a clear understanding of each client’s unique goals. My focus is on delivering personalized guidance that helps clients navigate important life decisions with confidence while keeping their long-term financial well-being at the center of every strategy.
I earned a Bachelor of Arts in Economics from the University of Iowa, along with a minor in International Business. I am registered with FINRA and hold the Series 7 and Series 66 licenses. Prior to my current role, I was a well-recognized Branch Manager at Wells Fargo for delivering a comprehensive client experience and received recognition for my volunteer service. I am also experienced in identifying scams and fraudulent activity, helping clients evaluate and navigate suspicious financial situations with greater confidence.
Originally from Romania, I was a National Swimming Champion and Balkan Swimming Champion before coming to the United States on a full athletic scholarship to swim for the University of Iowa. That experience instilled in me a strong sense of discipline, perseverance, and commitment—qualities that continue to shape both my personal and professional life.
My wife, Delia, and I met during our time as student-athletes and are now proud parents of our two sons, Ayden and Luca. As a family, we enjoy staying active together, whether it’s swimming, playing tennis, spending time at the beach, or exploring scenic trails. Outside of work, I enjoy swimming, biking, coaching a master swim program, and spending as much time outdoors with my family as possible.
