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

  • Tax Planning Strategies
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Small Business

Qualifications

    • FINRA Series 7, Series 66
    • New York State Life, Accident & Health Insurance

Education

  • Bachelors, Financial Analysis, Isenberg School of Management, Amherst, MA
  • Bachelors, Finance, University of Massachusetts, Amherst, MA

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

Community participation

  • Member of the Young Professionals Committee and regularly volunteer and fundraise for the Big Brothers & Sisters of New York organization.
  • Co-Captain of the Big Brothers & Sisters of New York kickball team
  • Member of the New York City Chamber of Commerce
  • Autism Speaks Volunteer (2015-2019)

Interests

  • Spending time with my family is very important to me.
  • Volunteer Work- I try to donate as much time to volunteering as possible. Big Brothers & Sisters of NY and JNF.
  • New York Sports enthusiast (New York Yankees, Brooklyn Nets, Jets, and Rangers). Yes, the Jets.
  • I am a foodie. Some of my favorite restaurants include: "Da Nico", "Carbone", "Cipriani" & "Mr. Chow"
  • I spend my summers between the Catskills and West Hamptons.