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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Investment Management
  • Retirement Planning Strategies

Education

  • Bachelor of Arts, Economics, Columbia University, New York, New York

Previous experience

  • Financial Advisor, Edward Jones, Tequesta, FL, 2015-2024

Community participation

Palm Beach County Food Bank North Palm Beach Chamber of Commerce

Interests

Family and friends are the most important things in life. Being able to provide support to encourage individuals to connect with what matters most is a passion of mine.

My photos

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