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.

With the 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

Client Satisfaction 5.0 out of 5 rating based on 5 reviews 100.0

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 Videos(4 videos)

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