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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • St. John's University - Bachelor of Science - BS, Criminal Justice

Awards & recognition

  • Hudson Peak Wealth Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Managing Partner - GB Capital Partners LLC, a real estate investment firm, 08/2016-09/2019
  • Managing Partner - Diaphanum Capital, a real estate investment firm, 06/2015-08/2016
  • Analyst - BHS Partners LP, 08/2014 - 06/2015

Community participation

The first annual Peoples Prep golf outing raised $20k towards students education! Great work!
The first annual Peoples Prep golf outing raised $20k towards students education! Great work!

Interests

  • I am an avid skier who loves challenging terrain. I grew up competing in moguls and skier cross. Most weekends in the winter you will find me at Mount Snow or Killington. I also take trips out west each winter. My favorite mountain is Big Sky in Montana.
  • My finance and I love to hike during the warmer months. Our local favorites are Breakneck Ridge and Harriman State Park. We also occasionally road trip to the Green Mountains in Vermont for some more challenging hikes.
  • I love history, especially in regards to monetary systems and policies. I am fascinated learning about the successes and failures of these systems over the course of history.