Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bridgewater State College, BA, 2002, Bridgewater, MA

Interests

  • Golfing/ Softball
  • Traveling
  • Hiking/ Running
  • Playing Guitar

Community participation

  • South Shore Support Services
  • Children's Museum in Easton
  • Greater Boston Food Bank
  • Father Bills

Professional associations

  • Boston Young Professionals Assoc.
  • Bridgewater State College Alumni