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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • CRPC™ Chartered Retirement Planning Counselor™
  • MPAS™ Master Planner Advanced Studies™

Education

  • Bentley University, Bachelor's Degree, Economics & Finance
  • College for Financial Planning- MS, Personal Financial Planning

Awards & recognition

  • Skyeburst Wealth Management, Ameriprise Client Experience Award, 2022, 2023
  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023
  • Skyeburst Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2023

Community participation

-Newton Food Pantry Volunteer

-Project Linus Volunteer