I began my financial services career in 2014 with the naivety that only a twenty-two-year-old with a film studies degree could possess. At first, I was skeptical about finance before transforming this reluctance to acceptance and then a full-blown obsession with markets. My journey started in the back office of a bank, which was eventually parlayed into a portfolio manager role where I managed over a billion dollars in client assets. Along the way, I earned a master’s degree and the Chartered Financial Analyst certification.

Putting aside technical achievements, I realize it’s the people I met on the journey that matter most. My wife taught and is still teaching me patience. My daughter shows me every day what unconditional love means. And my clients highlight the connection other people share when trust is the foundation of a relationship.

Through these events, I mustered the courage and conviction to start Sella Wealth as an independent Registered Investment Advisor. I value independence as it allows me to offer services I believe are best and not because of a sales quota in the background. To execute this vision, Sella Wealth was established on the foundational pillars of quality, cost, and customer service. I hope to use these pillars to deliver value in your financial life and earn your trust along the way.