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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies

Education

  • Bachelor of Science, Finance, Cum Laude, Eastern Connecticut State University, 2018-2021, Willimantic, CT.

Interests

I enjoy spending as much time as possible with my family and friends. In my free time, I live an active lifestyle and enjoy going to the gym, playing golf, and taking my dog Rocky to the local dog park. I am a fanatic for New York sports and root for the Knicks, Jets, and Mets. My girlfriend Jenna and I have been together since high school and enjoy traveling, finding new restaurants, and cooking our Italian family recipes. I really enjoy meeting new people and hearing their stories. Call, email, or stop by our office and share your story with me!