Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Family Finances
  • Retirement Planning Strategies

Education

  • Fairfield University, Bachelor of Science in Mechanical Engineering

Interests

Family: One of my core values in life is a strong relationship with my family. We enjoy going on vacations together, playing board games and enjoying food together!

Travel: I love to travel both with my Family and friends, some of my favorite vacations are Aruba, and anywhere I can ski.

Sports: I enjoy both watching and playing sports, I particularly enjoy watching the Yankees, Giants, Rangers, and Knicks.I also love to play golf as much as possible!