Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies


  • B.A. Hampshire College, 1990
  • School of Business, George Washington University, 1984-1986


  • BA, Hampshire College

Awards & recognition

  • Five Star Wealth Manager, Connecticut Magazine 2012-2022
  • Henehan & Pekala, Ameriprise Client Experience Award, 2020-2021


Avid fan of Boston Red Sox

Travel frequently to beach destinations like Newport Beach, CA and Miami Beach, FL.

I enjoy using and experimenting with the latest gadgets and technology.