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

Areas of focus

  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Small Business
  • Intergenerational Planning
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.A., Spanish, Hobart and William Smith Colleges, Geneva, NY

Interests

  • Family
  • Community Service
  • Dogs
  • Football

Previous experience

  • Quality and Enginerring Technician, Appli-Tec, Inc., 2013-2016, Salem, NH
  • Hobart and William Smith Colleges, 2009-2013, Geneva, NY

My photos

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