Advisor profile

What you can expect when you work with me

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.

Get started
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
  • Investment Management
  • Charitable Giving
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Family Finances
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investments


  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination


  • Bachelor of Science, Marketing/Finance, Providence College, Providence RI

Awards & recognition

  • Five Star Wealth Manager, 2023 - 2024

Community participation

Morris Plains Soccer Association - Coach, Morris Plains Baseball Association - Coach, Boy Scouts of America - Eagle Scout and Pack 233 Cub Scout Den Leader, Presbyterian Church in Morristown - Finance Committee Member