Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Master of Business Administration from Saint Bonaventure University

Interests

I am an avid car enthusiast that also enjoys golf in the summer, skiing in the winter, and travelling all year round.

Community participation

Member of the Board

Hope on Haven Hill is a level 3.5 substance use treatment organization serving homeless, pregnant and newly parenting mothers who are in recovery.

  • Hope on Haven Hill

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Registered Practice Associate @ Ameriprise Financial, 2
  • Financial Analyst @ Citigroup, 2