My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families

Education

  • Bachelor of Science in Business Administration, Finance, Bryant University, 1997

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2025
  • Ameriprise Ultimate Digital Excellence Award, 2022 - 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Eagle Scout - Boy Scouts of America

Distance Running

My photos

1 albums
close