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

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Connecticut
  • BA Bachelor of Arts in Economics

Interests

Cooking dinner for family and friends

Spending time with my son Luc

Golf

Jiu Jitsu

Traveling

Community participation

  • Life Member, Veterans of Foreign Wars, Post 591
  • Member, American Legion
  • Member, B.P.O.E Elks Lodge 1365