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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Consulting on potential benefits and risks of IRA rollovers

Education

  • Master of Business Administration with a focus in Finance from Binghamton University 2023
  • Bachelor of Arts, majoring in Mathematical Science with a specialization in Actuarial Science from Binghamton University 2021

Previous experience

  • Financial Services Professional, Ascent Capital TFA, 2024
  • Campus Rec Supervisor, Binghamton University, 2021-2023
  • Business Operations Intern, Binghamton Black Bears Hockey, 2022-2023
  • Intamurals Official, Binghamton University, 2019-2021

Interests

Outside of the office, you can find me staying active playing pickleball or golf, walking my dog, and traveling! Some of my favorite places I've been to are Spain, Denmark, and Italy, but I love to explore new places too.