Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Areas of focus

  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Intergenerational Planning
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Small Business
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Connecticut, Bachelor of Science, 2017

Interests

  • Giving back to the community
  • Sustainable energy
  • Travel
  • Foodie that loves new restaurants and flavors
  • Golf

Community participation

  • No Kid Hungry - Share Our Strength
  • Hartford Young Professionals Community Involvement Committee
  • CT FoodShare Turkey Drive
  • The Connecticut Children's Hospital

Professional associations

  • West Hartford Chamber of Commerce
  • Connecticut Restaurant Association
  • WeHa Synergy BNI
  • FLOW - Future Leaders of West Hartford
  • HYPE - Hartford Young Professionals Group
  • HYPE Community Involvement Committee

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.