Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Connecticut, B.A. 2007
  • University of Massachusetts at Amherst - Isenberg School of Business, MBA 2011

Community participation

  • Rick's Place
  • Rotary International
  • Red Cross

Awards & recognition

  • Ameriprise Client Experience Award, 2020