Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Small Business

Education

  • Master of Business Administration, Finance - Boston University

Awards & recognition

  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Rise Private Wealth Management, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Rise Private Wealth Management, Ameriprise Client Experience Award, 2024

Professional associations

  • CFA Institute
  • CAIA Association

Community participation

Feeding Westchester

Interests

Outside of the office, I enjoy playing pickleball, tennis, swimming, and traveling throughout the world. I also love spending time at the theater to see a movie.

I am grateful to be able to take advantage of the opportunities living in Manhattan affords me. Whether it’s taking a walk through Central Park or seeing a Broadway show, spending time taking in the city is one of my favorite things.