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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

  • Bryant University, Bachelor of Science - Business Administration/Financial Svcs

Community participation

I have run several marathons while raising money for charities including the MS Society, YMCA of the Greater Boston Area, and the Human Rights Campaign.

Interests

My favorite place to be is at the beach. I love the ocean and enjoy spending time there with family & friends.

I have run 6 marathons and 27 half marathons. I have great memories from each of these races including the friends I have run with, family that has cheered me on, and the cities I have visited. I most recently ran the Boston Marathon in April, it was an amazing experience! I finished with a personal best time and was proud to have the opportunity to raise money for the MS Society.

My photos

2 albums
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