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

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Tax Planning Strategies
  • Small Business




  • B.A. - Liberal Arts, SUNY Purchase - Purchase, NY

Previous experience

  • Financial Advisor, SunTrust Investment Services, Richmond, VA, 2017-2019
  • Financial Advisor, Merrill Lynch, Richmond, VA & NY, NY, 2004-2017
  • Client Associate, Merrill Lynch, New York, NY, 2001-2004

Community participation

  • Member of Knights of Columbus, St. Bridget Church