My journey in financial services began in Istanbul, Turkey, in 1997. Driven by a passion for finance and investing, I moved to the United States in 2000 to earn my Master’s in Finance from Boston College, blending my background in industrial engineering with deep analytical rigor. This path led me to earn the globally recognized Chartered Financial Analyst (CFA®) designation in 2012, a milestone that reflects the technical depth and institutional discipline I bring to our clients today. Before joining Madison Partners, I spent about 7 years at Fidelity Investments and 13 years at Schwab Wealth Advisory, where I partnered with hundreds of high-net-worth families and institutions.
Whether I’m navigating complex NUA strategies, Roth conversions or implementing hedging and income strategies using options, my focus is always on improving efficiency through disciplined, goal-based investing. I take great pride in being a trusted partner for my clients as they navigate life’s biggest milestones, from planning a fulfilling retirement to creating tax-efficient legacies. On a personal note, I live in Winter Springs, Florida, with my wife of 22 years and our three children. When I’m not at my desk, you’ll likely find us enjoying Florida’s beautiful beaches or traveling internationally to explore new cultures together.
