Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Employee Stock Options
  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7
  • Series 66
  • Life, Accident, and Health

Education

  • University of Richmond - BA: International Economics
  • University of Valencia, Spain
  • Boston University - MBA: Finance

Previous experience

  • HSBC Private Bank, 9 years
  • Institute of International Finance, 1 year
  • Providence Bay Fish Company - Chile, 3 years