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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Boston University Financial Planning Students-Alumni Assoc.

Interests

I enjoy spending time with my family and friends.

I enjoy spending time outdoors, skiing, and reading.

I enjoy working with clients to achieve their goals.

I have been fortunate over the years to have the opportunity to work with many valued clients and help them grow, protect, enjoy, and pass on their wealth.

My photos

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