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
19
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
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Qualifications

  • CAS® Certified Annuity Specialist®
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, International Business, Sacred Heart University, Fairfield, CT

Previous experience

  • Bear, Stearns & Co., 2004 - 2008
  • AXA Advisors, LLC, 2009 - 2019

Community participation

Fraternal Order of Police (FOP)

Westchester County Correction Officers' Benevolent Association (COBA)

Westchester B.L.U.E. Foundation