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
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
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance


  • Series 7, 31, 65
  • Life and Health Insurance


  • BA, English - Loyola University (MD), 2001


  • Like many families, we spend much of our time supporting our children in their activities, particularly Henry’s Robotics and Eliza and Amelia’s singing and dancing.
  • We are a family of readers with some of our favorite authors being Rick Riordan (Henry) Megan MacDonald (Eliza) Dr. Seuss (Amelia) Gillian Flynn (Megan) and Don Winslow (Brian) amongst many others.
  • Enjoying the Summer at Sun and Surf Beach in Atlantic Beach, NY