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

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Saving for Education
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Planning Counselor
  • Master of Science - Resource Economics

Education

  • Albion College, Albion, Michigan
  • Stanford University, Stanford, California
  • University of Rhode Island, Kingston, Rhode Island

Interests

Fort Assabet - Connecting Kids to Nature, Forever! Check out Facebook Group Site: "Fort Assabet"

Cornelia de Lange Syndrome Foundation, Inc. (CdLS)

  • Skiing,backpacking,fishing, camping and golf!

Community participation

  • Fort Assabet - the nature play area at the Assabet River National Wildlife Refuge for kids ages 3-11.
  • Cornelia de Lange Syndrome Foundation, Inc. (CdLS)
  • 29th Annual CdLS Charity Golf Tournament, May 23rd, 2022 at the Ipswitch Country Club, Ipswitch, MA

Awards & recognition

  • Ultimate Digital Excellence Award, 2021