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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Social Security Retirement Benefits
  • Investments
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • MPAS™ Master Planner Advanced Studies™

Education

  • Southern Connecticut State University - Master of Business Administration - 2009
  • Southern Connecticut State University - Bachelor of Science, Applied Mathematics - 2007

Awards & recognition

  • Centurion Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Centurion Wealth Management on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Interests

- spending time with my family

- being outdoors

- running

- triathlons

- traveling

- enjoying life