I joined Barrett Financial in 2022 as a Producing Branch Manager, bringing several years of valuable experience.  I hold a Bachelor’s Degree in Business Administration, with a concentration in Accounting, from Loyola University in Maryland.

My professional background spans multiple areas of finance and real estate. I’ve worked as a CPA in the Financial Services Industry in New York City, served as an Executive Recruiter in the same industry in NYC, and operated as a Real Estate Broker/Owner here in North Carolina. I’ve also accumulated 7 years of experience as a Mortgage Loan Originator.

When I joined Barrett Financial Group in 2022, I was the 180th loan officer.  Today we boast over 2,000 loan officers and are the top mortgage broker in the nation.   Our growth is fueled by our amazing CEO and Founder, Trevor Barrett, and our access to over 200 lender partners.  

My diverse exposure to finance, accounting, sales, and marketing has given me a well-rounded understanding of the industry. It allows me to better structure loans tailored to each client’s unique situation and help facilitate fast, smooth closings.

If you are looking to buy or refinance, I would be honored to work together.  

On a personal note, I live in Fuquay Varina, North Carolina (a suburb of Raleigh), this year my wife and I celebrate our 15-year wedding anniversary and we have 5 adorable children.  On the weekends, you can find me on the soccer field cheering on my boys.