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

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, 63, 66 Licensed
  • Life, Health, Variable Annuity Licensed

Education

  • Albertus Magnus College, New Haven, CT - B.A. Business

Interests

I enjoy spending time with my family. I have two beautiful children, Logan and Maeve, who are active in grammar school. We currently live in Oxford, CT but I grew up in Shelton, CT.

I enjoy boating on the Long Island Sound and spending time at the Rhode Island shore.

I also enjoy skiing in Colorado and Vermont.

Community participation

Oxford School District, PTO member

Awards & recognition

  • Ameriprise Circle of Success, 2013 - 2014

Previous experience

  • Owner; Summit Financial Management, 2001 - Jan 2012; Shelton, CT