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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Small Business
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Family Finances

Education

  • B.S., Biology - Suffolk Univ. Boston, MA

Awards & recognition

  • Ameriprise Client Experience Award, 2020 - 2021

Previous experience

  • Morgan Stanley Smith Barney, 2003-2007

Community participation

Volunteer New Albany Walking Classic 2010-present

Pelotonia 2012 & 2013 Bike Ride for Cancer for OSU / James Cancer Center

OSU-Ross Heart Hospital Tri-Fit Challenge 2013

Salvation Army 100 Mile Toys for Tots Ride 2012 & 2013

New Albany High School Athletic Boosters Past President-2 years

  • New Albany Rotary Club - 2014

Interests

Cooking, gardening, skiing, biking, sprint triathlon, hockey

Two Daughters: Caroline an Attorney at WilmerHale, Boston, MA

Lauren a k-2 teacher, Autism specialist, Boston, MA