Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.S.B.A. Concentration in Finance, Boston University Questrom School of Business, 1999-2003

Previous experience

  • Vice President Financial Consultant, Charles Schwab & Co., Inc., New York, NY, 2017-2021
  • Vice President Financial Consultant, Fidelity Brokerage Services LLC, New York, NY, 2015-2017
  • Financial Consultant, Fidelity Brokerage Services LLC, New York, NY, 2008-2015
  • Investment Representative, Fidelity Brokerage Services LLC, New York, NY, 2006-2007
  • Retirement Investment Specialist, Fidelity Brokerage Services LLC, Marlborough, MA, 2005-2006

Community participation

Make a Wish Foundation, Boys and Girls Club

Interests

I spent the majority of my life and career in New York City but now reside in California and work with clients all over the country. I love what I do and am passionate about helping my clients achieve their financial goals. My interests outside of finance include traveling, sports, music, biking, snowboarding, and playing chess.