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

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Licensed Series 66 Licensed Life & Health Insurance Licensed

Education

  • Vassar College, 2004, BA
  • Boston College, 2014, MBA

Interests

Soccer & Futsal

Jazz Saxophone

Battles of Wits

Trail Running

Record Collecting

Quoting John Cusack Films

Pub Trivia

Weight Lifting (you can't tell just by looking)

Community participation

Friends of Hosford Field

CARES

Business for a Better Portland

Invest in Kids

Junior Achievement

West End House Boys & Girls Club

Awards & recognition

  • Schmitt Private Wealth, Ameriprise Client Experience Award, 2020-2021
  • Ultimate Digital Excellence Award, 2021
  • Ameriprise Circle of Success, 2019

Previous experience

  • Sightlines, LLC, 2014-2015
  • VTech Communications, Inc., 2007-2012
  • AllianceBernstein L.P., 2006-2007