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
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies

Education

  • Bachelor of Science, Finance, Cum Laude, Eastern Connecticut State University, 2018-2021, Willimantic, CT.

Awards & recognition

  • Resolute Point Private Wealth, Forbes Best-in-State Wealth Management Teams, 2025

Interests

Growing up in a large family, friends and family are the forefront of my life. I am lucky enough to have my family all live in Connecticut where I have lived all my life. I began my college career at Baylor University and transferred to Eastern Connecticut State University where I graduated with my degree. In my free time, I enjoy playing golf, watching my Mets, Jets, and Knicks, and going hiking with my newly adopted puppy Chip. I love connecting with new people and building long lasting relationships, give me a call to share your story with me!