Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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