Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Insurance
  • Investments
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠

Education

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

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.

Community participation

Participate in the Dutchess Outreach Food Bank and annual Coat Drive

Immediate Past-President of the LaGrange Sunrise Rotary

Member of the Hudson Valley Young Professionals Advisory Council

Professional associations

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