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

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Small Business
  • Saving for Education
  • Estate Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science Degree Economics, Virginia Commonwealth University

Interests

Giving back to the community

Community participation

  • Board of Finance, Town of Simsbuy
  • Board Member Planned Giving CT Children's Hospital
  • Planning Commissioner, Town of Simsbury
  • Board Member, Simsbury Babe Ruth
  • Board of Elders First Church of Simsbury
  • Board Member, Simsbury Little League

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • Security Traders Association of New York
  • STRC