Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Family Finances
  • Tax Planning Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident & Health license
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • BBA Finance, The George Washington University, 2011

Interests

  • Spending time with family
  • Playing tennis and golf
  • Watching football (Go Pats!)
  • Trying new recipes
  • Traveling! Favorite spots... Italy, Paris, Scottsdale, and DISNEY!

Community participation

  • Ozzie's Kids, helping upwards of 1,000 children over the holidays
  • Rosie's Place, an all women's shelter in Boston, MA
  • Catie's Closet, clothes for high school aged children

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2018-2020
  • Five Star Wealth Manager, 2017-2018