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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

  • St Bonaventure Univ BA Sociology

Previous experience

  • Quick & Reilly Inc, Broker & Branch Manager, 1983 - 2001
  • T.O. Richardson Securities, 2001 - 2002
  • New England Securities, 2003-2009
  • JP Morgan/Chase Investments, 2009 - 2018

Community participation

Former Board member and coach - North Stamford Little League & Stamford Babe Ruth

Interests

Skiing, Vermont, Swimming, Cycling, Sports - Baseball - NY Yankees, Football - NY Football Giants, College Hoops, St Bonaventure Bonnies, Cooking, Antiquing, Cape Cod