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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Investments
  • Social Security Retirement Benefits
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Saving for Education
  • Family Finances
  • Intergenerational Planning
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Divorce Financial Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst

Awards & recognition

  • Seacoast Financial Planning, Forbes Best-in-State Wealth Management Teams, 2023-2024

Honored to receive recognition

I’m excited to share that my team has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Interests

-We keep busy with family travel (we love skiing) and sports for our 6 year old son.

- I personally enjoy creative outlets. I always have a project on the side that pans out to be more complicated than I had initially thought, but I enjoy the challenge.

- I'm president of a condo board for a 92 unit condo building. I have helped to facilitate an extensive historic exterior and interior renovation.