Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A. History - Dartmouth College - 2004

Interests

- 2008 USA Olympian - Raced triathlon professionally - 2x World Champion (Duathlon 2009, Under 23 2005), 2009 Hamburg WTS Champion, 2005-2016 US National Team Member, 3x US National Champion

- Continue to work with triathletes, mentoring up and coming triathletes and helping create race opportunities for young draft legal triathletes

- Enjoy helping with running and triathlon races