My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Education

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.