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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 63
  • Series 65
  • Life Insurance and Annuities

Education

  • Bachelor of Arts, Journalism, Minor in Psychology, University of Massachusetts Amherst, Amherst, MA

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • Ameriprise Client Experience Award, 2023

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of clients like you and a team that’s dedicated to providing the best possible service.

Community participation

I volunteer my time as a coach for Youth and High School Lacrosse in Milton, MA.

Milton Youth Lacrosse –Assistant coach for 5 years

Milton High School Lacrosse - Varsity Assistant coach for the 2018 season