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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

  • Elms College BS Accounting & Finance

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • Ameriprise Client Experience Award, 2023

Professional associations

  • Financial Planning Association

Previous experience

  • Westfield Bank, Financial Advisor / Officer, 2015-2022
  • Chicopee Savings Bank, Administrative Assistant, 2011-2015

Interests

I thrive working with clients to understand and achieve their own financial freedom through building their customized plan. I specialize in working with small business owners to offer employee retirement benefits while also gaining tax saving strategies.

Outside of the office, I am an active Dad coaching youth sports (basketball and volleyball). I also enjoy maintaining a healthy life style participating in my own basketball league 2 - 3 days a week, fitting in a round a golf or hitting the gym.

My photos

1 albums
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