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

  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business
  • Investment Management
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • Series 7
  • Series 66
  • Life, Accident, and Health Insurance

Education

  • BS, Accounting - Saint Michael's College, 2016
  • MBA - University of Massachusetts- Boston, 2018

Previous experience

  • Certified Public Accountant, Gray, Gray, & Gray, 2-3 years

Community participation

The 2021 Team Devilly Fundraiser.  Raised over $10,000 for Cystic Fibrosis!
The 2021 Team Devilly Fundraiser. Raised over $10,000 for Cystic Fibrosis!

The Cystic Fibrosis Foundation is one that has always been held close to my heart. Growing up with 2 sisters with Cystic Fibrosis I have seen the effects the disease can take on the human body. Due to this my family and I have always been passionate about raising money to help find a cure. Whether that was going door to door asking for donations for the Great Stride Walk, participating in the CF Climb, or creating our own fundraiser in 2021 because the CF Climb was canceled, my family and I are determined to help find a cure.

Interests

Given the amount of time I spend sitting at my desk during the work week, I try to be as active as possible in my free time. Growing up I was always involved with sports, whether it be football, basketball, or lacrosse. In my adult life I have tried to branch out into other activities such as: Brazilian Jui-Jitsu, Hiking, Spin Classes, Kickboxing, Camping, Roller Blading, and finding new places to take my inflatable kayak.