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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

  • Bryant University, Bachelor of Science - Business Administration/Financial Svcs

Community participation

I have run several marathons while raising money for charities including the MS Society, YMCA of the Greater Boston Area, and the Human Rights Campaign.

Interests

When I’m not helping clients navigate their financial futures, you’ll find me enjoying the great outdoors—whether it's going for a run, taking a walk, or soaking up the sun at the beach. I also enjoy quality time spent with family and friends, traveling to new places, and listening to live music.

My photos

2 albums
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