Advisor profile


My approach

I care about what’s important to you

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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

Soccer

Cooking

Foreign Languages (Chinese and German)

Traveling

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.