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


  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®
  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law


  • Bentley University, 2020, Bachelors of Science in Finance

Awards & recognition

  • Gage Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Gage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

  • Supporter: Team Volunteers at Cradles to Crayons Gifting Factory (2021-2023)
  • Sponsor: Punch for Parkinson's Golf Tournament (2023)
  • Supporter: St. Jude Walk/Run, Greater Boston
  • Sponsor: St. Jude Golf Tournament (2018, 2019, 2021-2022)