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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Colorado, Boulder CO- Bachelor of Arts and Science- French

Awards & recognition

  • Eleven22 Capital Partners, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

  • Clean Ocean Access
  • Rhode Island Food Bank

Interests

I enjoy traveling with my family, Jonathan, Evelyn, Leia, and life by the ocean. You can find us in the waves or running the beach with our border collie Tori.