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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management

Education

  • MBA, Business, Pace University, NY,NY
  • B.S., Elementary Education/Business Admin, Sacred Heart University, Fairfield, Ct.

Awards & recognition

  • Ameriprise Circle of Success, 2023

Previous experience

  • Janney Montgomery Scott, Complex Director, 2020-2022
  • Wells Fargo Advisors, Private Wealth Area Manager, 2017-2020

Community participation

Interests

1. Competed for National figure Skating.

2. Coached New York Rangers

3. Enjoy Golf, Running, Tennis and Cooking

My photos

2 albums
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