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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Employee Stock Options


  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, 66
  • NY Accident, Life and Health


  • Bachelor of Science, Accounting, Saint Michael's College, Colchester, VT

Awards & recognition

  • Ameriprise Outstanding Leader Award , 2018
  • Ameriprise Circle of Success, 2017-2018
  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Premier Protection Award, RiverSource Life Insurance Company, 2014

Community participation

  • Animal Haven
  • Project Purple
  • Saint Stephen of Hungary


My family and I reside in New York City and I work in our beautiful Uniondale, NY office. During my free time, I enjoy spending time with my twin daughters and wife. One of our favorite family activities is to walk around in Central Park or visit the Bronx Zoo. In addition to that, I enjoy staying active by competing in triathlons as well as marathons. I recently started training for my fourth New York City marathon and I couldn't be more excited.