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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Saving for Education

Education

  • Quinnipiac University School of Business, Bachelors Degree in International Business

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Interests

My #1 commitments are to my family and my clients. While I'm not working with clients to help them plan for their future, I spend most of my time with my beautiful partner Danielle and our three children: Hunter, Evelyn, & Jameson. We try and make the most of life by learning and growing as a family, enjoying a family hike or a few days on the ski slopes, and we love frequenting our favorite vacation spot on the beautiful beaches of Southern Maine.