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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Small Business
  • Employee Stock Options
  • Sustainable and Responsible Investing

Education

  • Undergraduate Degree from Teikyo Post Univeristy (now Post University)
  • MBA from Southern CT State University

Awards & recognition

  • Five Star Wealth Manager, 2020-2023

Interests

  • Spending time with family & friends
  • Collecting Cars
  • Riding Quads
  • Playing Golf
  • Working on Homes and Cars
  • Rooting for the Yankees and Jets

My photos

3 albums
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