Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Major in Finance, The College at Brockport - State University of New York, 2009
  • Masters of Business Administration, General Management, St John Fisher College, 2013

Interests

I love spending time with friends and family, mainly outdoors in this beautiful Florida weather! My fiance Mike and I love watching football, bike riding, going to the beach, and trying new restaurants. We also love to spend time with our two young nephews who we love to take swimming and play basketball with.

Community participation

We actively support and volunteer with Metropolitan Ministries of Pasco. We love being part of a loving and caring team of people that supports families in our local community. We love this organization because they help keep families together and obtain the assistance they need to improve their lives from food and shelter to education and occupational guidance.

  • Metropolitan Ministries