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

Qualifications

  • Series 7
  • Series 63
  • Variable Life & Variable Annuity License, MA
  • Life Insurance License, MA

Education

  • BA, International Relations and Political Economics, Brown University, Providence, Rhode Island
  • B2, Intensive Spanish, Universidad de Granada. Granada, Spain
  • High School, IMG Academy, Bradenton, FL
  • High School, La Salle Academy, Providence RI

Interests

200 Hour Teacher Training Certification, YogaWorks, 08/2018 - Present