Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Investments
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Education

  • Colgate University, Hamilton NY

Awards & recognition

  • Five Star Wealth Manager, 2013-2023
  • Murray & Stewart Financial Group, Ameriprise Client Experience Award, 2021-2022

Community participation

Active in my church and son's Boy Scout Troop.

Interests

  • Golfing with my two teenage sons.
  • Pickleball, bowling, boating and fishing with family and friends.
  • Collecting baseball cards and sports memorabilia.

My photos

2 albums
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