Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies


  • CFA® Chartered Financial Analyst®


  • BS, Finance - Northeastern University, 2002
  • MBA, Investments, Economics – Bentley University, 2013

Awards & recognition

  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023
  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Professional associations

  • Boston Security Analysts Society
  • CFA Institute

Previous experience

  • Sun Life Financial, 2002-2013
  • Delaware Life Holdings, 2013-2015

Community participation

-Newton Food Bank Volunteer

-Project Linus Supporter (donating blankets for children in need)


  • Running/fitness
  • Eating out
  • Travel
  • Beach
  • Reading
  • Spending time with friends and family
  • Patriots/Red Sox

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.