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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Small Business
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning

Qualifications

  • BFA™ Behavioral Financial Advisor
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Utica University, M.S. Financial Crime and Compliance Management, 2022
  • The Catholic University of America, B.A Psychology, 2018

Awards & recognition

  • Opus: Advice First, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Financial Professional, MML Investors Services, LLC, New York, NY, 2020
  • Financial Professional, MassMutual, New York, NY, 2020
  • Financial Representative, Northwestern Mutual Investment Services, LLC, Westport, CT, 2019-2020
  • Financial Representative, Northwestern Mutual, Life Insurance Company, Westport, CT, 2019-2020

Community participation

Volunteering/Member of the Westport Sunrise Rotary Club, Westport CT