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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6 License: Investment Company & Variable Contracts Products Rep
  • Series 63 License: Uniform Securities Agent
  • Series 66 License: Uniform Combined State Law
  • Series 7 License: General Securities Representative
  • Life, Accident & Health Insurance Producers License

Education

  • Roger Williams University 2015-2019, Bachelor's Degree

Awards & recognition

  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023
  • Skyeburst Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2023

Community participation

-Newton Food Bank Volunteer

-Project Linus Volunteer (providing blankets for children in need)

Interests

Outside of work my summers are spent on the golf course, as well as hanging out with friends and family at White Sands Beach in Old Lyme, CT. During the winter you can find me on the slopes at Sugarbush Resort in Warren, VT or exploring a new mountain somewhere out west. I am also an avid sports fan, consistently following my two favorite teams the Yankees and Steelers.