Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Divorce Financial Planning
  • Sustainable and Responsible Investing
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7 License
  • Series 24 License
  • Series 66 License


  • BS Finance and Operations
  • Boston College Carroll School of Mangement, Honors Program




Foreign Languages (Chinese and German)


United State Military

Golden Retrievers and German Shepherds

Community participation

I strive to be a member of organizations that are involved in the community and impact those around me in multiple different ways.