Advisor profile


What you can expect when you work with me

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.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Investment Management
  • Saving for Education

Qualifications

  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • Bachelors Degree at Ithaca College, Class of 2021

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022, 2023

Interests

When I am not in the office, I enjoy exploring the city of Boston and seeing everything the city has to offer. There is so much to experience between the food, historic landmarks, and sporting events. Being from southern Vermont, I do enjoy escaping the city to return to the woods. During the spring and summer time, my favorite activities are mountain biking and hiking. There is nothing I enjoy more than being in nature, surrounded by beautiful scenery. When the cold weather arrives, you can find me skiing with friends and family at Mount Snow, or out for a snowshoe in the woods.