Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing

Education

  • Bachelor of Science in Finance, Syracuse University
  • High School Diploma, Nichols School

Interests

Outside of work, I enjoy volunteering in the community, including Camp Kesem, a nonprofit that supports children impacted by a parent's cancer. I love to cook and stay active through working out and playing golf. I enjoy following all professional and college sports especially the Buffalo Bills, Buffalo Sabres and Syracuse University Athletics. I also have a particular interest in the evolving landscape of Name, Image, and Likeness (NIL). I spend any other free time with family and friends.