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
2
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
  • Tax Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Investments

Qualifications

  • CMFA® Certified Military Financial Advisor®
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Connecticut Life & Health
  • Securities Industries Essentials (SIE)

Education

  • Bachelor of Science, Business - Golden Gate University San Franscisco, CA

Awards & recognition

  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Forbes Best-in-State Wealth Management Teams, 2024
  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Ameriprise Client Experience Award, 2022

Interests

I have a strong passion for outdoor activities, especially when I'm accompanied by my kids. Away from work, you'll often find me hiking and cycling with them. During the winter months, my family and I enjoy hitting the mountains for skiing adventures.