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

Education

  • B.S. Finance, Stonehill college (Easton, MA)

Community participation

I volunteer with the Big Brothers Big Sisters program, providing one‑on‑one mentoring to my mentee. Through our time together, I focus on building a supportive and encouraging relationship that strengthens his confidence, nurtures social and emotional growth, promotes academic success, and empowers him to reach his full potential. Giving back in this way is deeply meaningful to me, and I’m committed to making a lasting, positive impact in his life.