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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Insurance
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPS™ Chartered Retirement Plans Specialist™

Education

  • BS in Business Administration from Northeastern University, Boston MA May 2014

Professional associations

  • The Hudson Valley Estate Planning Council
  • Dutchess County Regional Chamber of Commerce
  • Hudson Valley Young Professionals

Community participation

Participate in the Dutchess Outreach Food Bank and annual Coat Drive

President of the LaGrange Sunrise Rotary

Member of the Hudson Valley Young Professionals Advisory Council

Interests

I love spending time with my family and friends, whether we are home with the dog, or going out to one of the Hudson Valley’s numerous restaurants, distilleries, breweries, state parks, or any other local attraction. I love exploring, either by reading, hiking, or just going for a drive. My family history and legacy is extremely important to me and I thoroughly enjoy learning about the past, and where I came from.