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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Christian Financial Strategies
  • Charitable Giving


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7: General Securities
  • Series 66: Registered Investment Advisor
  • Life, Accident, and Health


  • University of Notre Dame 2015 - B.B.A. Finance

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023
  • J&J Financial Group, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Analyst, Leadership Development Program, Textron, 2015-2017, Hunt Valley, MD & Augusta, GA

Community participation

  • Toys to Tots Droff Off Location
  • Cross Roads House - Volunteer


  • Private Pilot - General Aviation
  • Boating - York, ME
  • Piano & Guitar
  • Skiing
  • Hiking
  • Running
  • Boston Sports - Patriots, Red Sox, Bruins, Celtics
  • Traveling
  • Notre Dame