Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Family Finances
  • Saving for Education


  • CRPC™ Chartered Retirement Planning Counselor™


  • BA, New York University

Community participation

  • American Cancer Society
  • National Multiple Sclerosis Society
  • Irish Pub supporting children's and law enforcement charities
  • ALS Foundation


I am a Century (100 mile) cyclist.  To give back to the community you'll find me on charity bicycle events including:

     o The ALS Express

     o American Cancer Society's Bike-a-thon

     o The Irish Pub's Tour de Shore

     o The Multiple Sclerosis Society's Bike MS City to Shore