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

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Education

  • Bryant University - Bachelor of Science in Business Administration

Interests

It's safe to say I am a Boston sports fanatic and there's a good chance you may see me in/around TD Garden or Fenway Park wearing our colors proudly. In an effort to broaden my horizons, I've been teaching myself how to cook (with mild success) and carving out time to go to the gym in Franklin. I'm always open to new recipe ideas and catching a ball game with friends & family. My other interests include history, Formula 1, soccer, music, and spending time with loved ones.