Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to 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

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bryant University, Smithfield RI - BS, Finance

Awards & recognition

  • City Square Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • City Square Wealth Management, Ameriprise Client Experience Award, 2023

Community participation

  • Connecting for Children & Families, Peer Mentor and Tutor - 2015-2017
  • Greater Boston Food Bank, Volunteer - 2019
  • Massachusetts School Administrators' Association, Cheerleading Judge - 2021

Interests

  • Snowmobiling - Pittsburg Ridge Runners, NH
  • Golfing
  • MSAA Cheerleading Judge
  • Spending time with family and friends in my hometown of Sunapee, NH
  • Traveling
  • Cooking