My Approach

Putting clients first; it’s what I do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

· “Understands me and shares my values”

· “Explains things in understandable terms”

· “Has defined, repeatable processes for producing results”

· Has “knowledgeable, timely and tactical” investment ideas

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

Withthe right financial advisor, life can be brilliant.


Interests

  • Fishing
  • Hiking
  • Kayaking
  • Golfing
  • Biking

Community Participation

  • Branford Land Trust: Help development of hiking trails in Branford, CT.
  • Marrakech: 2017 Gala Committee

Areas of Focus

  • Tax Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Family Finances

Education

  • Central Connecticut State University, BS Business Management, 2008

Previous Experience

  • Financial Service Associate, People's United Bank, NA, 2012-2016

Files for Download

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(5 videos) X

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