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
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Sustainable and Responsible Investing

Education

  • BA, Business, Western New England University, Springfield, MA

Previous experience

  • Raymond James - Springfield, MA | Senior Vice President, Investments, 2012-2025
  • Morgan Stanley - Springfield, MA | Senior Vice President, Investments, 2007-2012
  • Wachovia Securities - Springfield, MA | Financial Advisor, 2003-2007
  • Prudential Securities - Springfield, MA/New York, NY | Financial Advisor, 1988-2003
  • E.F. Hutton & Co. - Springfield, MA | Financial Advisor, 1984-1988