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
21
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
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Family Finances

Education

  • Boston College - B.S. Finance & Accounting

Awards & recognition

  • Ameriprise Mecury Award, 2005
  • Five Star Wealth Manager, 2012 - 2020

Interests

Spending time with my family

Taking my dog, Enzo for walks

Playing softball and golf (when time allows)

Avid sports fan (Yankees, Giants, Rangers, soccer, and college sports)

Cars - attending car shows and participating in track events

Enjoying a good movie or television series

My photos

1 albums
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