Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • Series 7
  • Series 63
  • Series 65
  • Life, Health, Variable Annuity Licensed

Education

  • Boston College, Carroll School of Management, B.S.

Interests

  • Spending time with my family
  • Coaching youth sports in the Newton, MA community
  • Softball, fishing and kayaking

Community participation

  • I coach youth baseball, soccer and basketball in Newton, MA
  • Boston College Alumni Association

Awards & recognition

  • Ameriprise Client Experience Award, 2021