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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Qualifications

  • Series 7
  • Series 66
  • Life & Health Insurance

Education

  • Merrimack College
  • Bachelors degree in Finance
  • North Andover, MA

Awards & recognition

  • Curran, Clifford & Associates, Ameriprise Client Experience Award, 2020, 2022

Community participation

I volunteered 2 years as a Billerica Pop Warner football coach. As my playing career is in the past, I felt as though I needed to give back to the community that has done so much for me. I also support the YMCA of Metro North in many of their races as a sponsor and runner.

  • Billerica Pop Warner
  • YMCA Metro North
  • Burlington High School Varsity Football Assistant Coach

Interests

  • Family
  • Football
  • Golf
  • Community Participation
  • Hiking/Running