My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Business Retirement Plans
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Financial Planning for Small Business
  • Investments
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Charitable Giving Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • BA in Sports Management at Kutztown University 2009-2015

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Operations Manager, LAZ Parking, 2015-2019, New York, NY/Hartford, CT/New Haven, CT, 4.5 years
  • Group Sales Associate, New Britain Rock Cats, 2014-2015, New Britain, CT, 1

Community participation

Goalie Coach Stratford Youth Girls Lacrosse

Interests

Playing/Coaching Rugby

Playing Golf

Dogs

Spending Time with Family

Attempting to Fix/Build Projects

My photos

2 albums
close