Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
8
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

Upsetters FC

Invest in Kids

Junior Achievement

West End House Boys & Girls Club

Previous experience

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