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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Series 65
  • Life and Health Insurance License

Education

  • Providence College B.A. Economics, B.A History

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Previous experience

  • Prudential Financial, Financial Advisor, 2019-2022
  • Empire Asset Management Company, Financial Planner, 2016-2016

Interests

Supporting my family educationally and in athletics. Traveling with my family to new places. I enjoy watching and cheering on the following sports: Ice Hockey, Track and Field, Lacrosse. Also I am an assistant coach of son's Lacrosse team.