Noah joined the team as a full-time paraplanner after graduating from Roger Williams University with a bachelor's degree in Finance. He first joined the firm as a summer intern, where he developed a strong foundation in financial planning and discovered his passion for helping clients work toward their financial goals.
As a paraplanner, Noah works closely with Hector to prepare financial plans, conduct research, and help develop strategies tailored to each client's needs. He values the opportunity to contribute to meaningful client relationships by supporting the planning process behind the scenes.
Noah has successfully passed the Securities Industry Essentials (SIE) Exam held through LPL Financial and the Life Insurance Licensing exam.
Outside of the office, Noah enjoys following the financial markets, investing, and spending time on the golf course. As he begins his career in financial services, he is committed to continuing to learn, grow professionally, and provide thoughtful, reliable support to both clients and the advisory team.