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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management

Education

  • University of Connecticut; bachelor's in economics 2008

Interests

Outside of work, I stay active playing hockey and golf. I’m drawn to hockey for its fast pace, energy, and the strong sense of teamwork it demands. There’s nothing quite like being part of a group that communicates quickly, adapts under pressure, and works together toward a common goal. Golf offers something very different but equally rewarding. I appreciate the focus, patience, and strategic thinking it requires. Every round is an opportunity to challenge myself, stay disciplined, and continuously improve. Both sports give me balance—they keep me grounded, push me to grow, and allow me to connect with others.