Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies

Education

  • Bachelor's degree in finance, University of Hartford, Hartford, CT
  • Master of business administration, Jacksonville University, Jacksonville, FL

Previous experience

  • ADP Broker Dealer, Inc., Registered Representative, 2023-2024
  • ADP Inc., Digital Sales Representative, 2022-2023

Community participation

It is important to me to positively contribute to our community. I do my best to contribute to the local lacrosse community and help grow the sport.

Interests

Outside of the office, I enjoy spending time with my friends and family, coaching lacrosse and golfing.