Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

Education

  • Bachelor of Science Northeastern University Logistics and International Business

Community participation

Volunteering at Charlton Heights Elementary school doing Junior Achievement for the past 3 years!

Teaching Vinyasa Yoga to the community now for 2 years after completing my 200 hours certification for teacher training.

Interests

Rock climbing in Franconia Notch, White Mountain, New Hampshire. X-country skiing with my 10 year old son!

Paddling on Lake Luzerne, New York. Hiking in the Adirondacks, we love anything outdoors!