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

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies


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


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

Awards & recognition

  • Schmitt Private Wealth, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Schmitt Private Wealth, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2019

Community participation

Friends of Hosford Field


Business for a Better Portland

Invest in Kids

Junior Achievement

West End House Boys & Girls Club


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)