Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

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.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, FINRA
  • Series 63, FINRA
  • Series 66, FINRA
  • Life, Accident & Health, NAIC

Education

  • Berklee College of Music; BA Music Business/Management, 2013

Interests

Helping people make progress and increase their odds of success in attaining their goals is my professional passion. In getting to know me on a personal level you will also see my focus on:

  • Family, friends, and my fiance, Gabriela.
  • Music, guitar and piano player.
  • All things outdoors!
  • Sports, what a city to live in.

Community participation

  • St. Francis House, Boston MA; helping staff distribute food and clothing to those in need.
  • Berklee Alumni Network; student career mentoring.
  • Cambridge Youth Lacrosse coach; non-profit organization committed to growing both boys and girls lacrosse in Cambridge through a combination of skill development, mini-games, and competitive play.

Previous experience

  • Advisor Consultant, Columbia Threadneedle Investments (subsidiary of Ameriprise Financial), 2015-2019
  • Investment Solutions, Fidelity Investments, 2013-2015