Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst

Education

  • Bryant University, Smithfield RI - BS, Finance

Awards & recognition

  • City Square Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • City Square Wealth Management, Ameriprise Client Experience Award, 2023

Community participation

  • Connecting for Children & Families, Peer Mentor and Tutor - 2015-2017
  • Greater Boston Food Bank, Volunteer - 2019
  • Massachusetts School Administrators' Association, Cheerleading Judge - 2021

Interests

  • Snowmobiling - Pittsburg Ridge Runners, NH
  • Golfing
  • MSAA Cheerleading Judge
  • Spending time with family and friends in my hometown of Sunapee, NH
  • Traveling
  • Cooking