Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • FINRA Series 7 License
  • NASAA Series 66 License
  • New York State Insurance License: Life, Accident and Health

Education

  • BA, English, Northeastern University, Boston, MA 2009

Community participation

Volunteering at FoodLink
Volunteering at FoodLink

Interests

Adirondack State Park: hiking & kayaking throughout the park and enjoying the distinct seasons.

Golf: avid golfer, playing in local amateur tournaments and leagues.

Travel: exploring the USA, Europe and Central America