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

Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Income Strategies


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™


  • B.A. History - Dartmouth College - 2004

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023


- 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