Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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


  • 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


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