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

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies


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


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

Awards & recognition

  • Ameriprise Circle of Success, 2013 - 2014

Previous experience

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

Community participation

Oxford School District, PTO member


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.