My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

  • MBA, St. Thomas Aquinas College
  • BS, Marketing & Management, Siena College

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, & 2016
  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • LeTip International

Previous experience

  • Financial Advisor, Oppenheimer & Co., 2009-2014
  • Financial Advisor, Smith Barney, 2006-2009

Interests

  • I enjoy spending time with my family and close friends.
  • I enjoy golfing on a beautiful sunny day.
  • I enjoy playing the guitar and singing.
  • Working out and eating healthy are two things I do regularly!