My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Family Finances
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies

Education

  • BA Mathematics, DCU, Dublin, Ireland
  • MSc Information Security & Cryptography, RHUL, London, UK

Awards & recognition

  • Hinnendael, Greene & Associates, Ameriprise Client Experience Award, 2022-2025
  • Ameriprise Circle of Success, 2021-2025

Community participation

I previously served on the Board of Directors for the Mary Beth Nienhaus Activity Center (previously the Thompson Center on Lourdes), a local non profit organization dedicated to the mental, physical and emotional well-being of adults over 50.

Interests

  • Travel
  • Education
  • Spending Time with Family

My photos

1 albums
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